ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 138 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,595 | +10.7% | 6,689 | +8.7% | 0.00% | – |
| Q2 2023 | $232,745 | -9.3% | 6,154 | -12.8% | 0.00% | – |
| Q1 2023 | $256,522 | -3.8% | 7,057 | -12.6% | 0.00% | – |
| Q4 2022 | $266,631 | -11.4% | 8,074 | -8.9% | 0.00% | -100.0% |
| Q3 2022 | $301,000 | +0.3% | 8,866 | +3.5% | 0.00% | 0.0% |
| Q2 2022 | $300,000 | -33.9% | 8,564 | -19.6% | 0.00% | 0.0% |
| Q1 2022 | $454,000 | +14.1% | 10,655 | +19.5% | 0.00% | 0.0% |
| Q4 2021 | $398,000 | +15.7% | 8,920 | +12.5% | 0.00% | 0.0% |
| Q3 2021 | $344,000 | +13.2% | 7,927 | +12.3% | 0.00% | 0.0% |
| Q2 2021 | $304,000 | +34.5% | 7,057 | +19.3% | 0.00% | – |
| Q1 2021 | $226,000 | – | 5,916 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |