ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 58 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441 | +14.8% | 11,452 | +12.7% | 0.01% | +22.2% |
| Q2 2023 | $384 | +2.4% | 10,159 | -1.5% | 0.01% | -10.0% |
| Q1 2023 | $375 | +11.6% | 10,311 | +1.2% | 0.01% | +11.1% |
| Q4 2022 | $336 | -99.9% | 10,187 | -2.0% | 0.01% | -10.0% |
| Q3 2022 | $362,000 | -20.4% | 10,400 | -19.9% | 0.01% | -28.6% |
| Q2 2022 | $455,000 | -7.9% | 12,982 | +12.3% | 0.01% | 0.0% |
| Q1 2022 | $494,000 | +15.4% | 11,562 | +20.6% | 0.01% | +16.7% |
| Q4 2021 | $428,000 | +21.6% | 9,587 | +18.2% | 0.01% | +9.1% |
| Q3 2021 | $352,000 | +2.3% | 8,111 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $344,000 | +13.2% | 7,961 | -0.1% | 0.01% | 0.0% |
| Q1 2021 | $304,000 | +0.3% | 7,969 | +6.1% | 0.01% | -8.3% |
| Q4 2020 | $303,000 | – | 7,512 | – | 0.01% | – |
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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% |