ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $943,418 | +26.5% | 24,498 | +24.2% | 0.21% | +32.9% |
| Q2 2023 | $745,924 | +3.0% | 19,723 | -1.0% | 0.16% | -3.0% |
| Q1 2023 | $724,201 | +9.0% | 19,923 | -1.0% | 0.17% | +7.1% |
| Q4 2022 | $664,461 | -2.7% | 20,123 | +0.1% | 0.16% | -5.5% |
| Q3 2022 | $683,000 | -3.8% | 20,110 | -0.7% | 0.16% | +5.1% |
| Q2 2022 | $710,000 | -17.9% | 20,260 | 0.0% | 0.16% | -4.9% |
| Q1 2022 | $865,000 | -3.0% | 20,260 | +1.4% | 0.16% | +7.2% |
| Q4 2021 | $892,000 | +6.3% | 19,985 | +3.5% | 0.15% | -5.0% |
| Q3 2021 | $839,000 | +7.6% | 19,310 | +6.8% | 0.16% | +5.2% |
| Q2 2021 | $780,000 | +14.2% | 18,085 | +1.1% | 0.15% | +4.1% |
| Q1 2021 | $683,000 | -4.1% | 17,885 | +1.4% | 0.15% | -11.4% |
| Q4 2020 | $712,000 | – | 17,645 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,549 | $7,402,000 | 3.31% |
| Royal Harbor Partners, LLC | 114,403 | $4,936,000 | 3.28% |
| CADINHA & CO LLC | 400,407 | $17,278,000 | 2.32% |
| AMARILLO NATIONAL BANK | 156,996 | $6,775,000 | 1.94% |
| Migdal Insurance & Financial Holdings Ltd. | 2,590,845 | $111,795,000 | 1.17% |
| LVM CAPITAL MANAGEMENT LTD/MI | 167,800 | $7,241,000 | 1.10% |
| RETIREMENT CAPITAL STRATEGIES | 64,241 | $2,772,000 | 1.06% |
| Wharton Business Group, LLC | 142,366 | $6,143,000 | 0.48% |
| Wealthcare Advisory Partners LLC | 134,719 | $5,813,000 | 0.39% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 25,726 | $1,110,000 | 0.18% |