ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $791,671 | -51.7% | 17,903 | -52.3% | 0.00% | -50.0% |
| Q2 2023 | $1,639,318 | +81.1% | 37,513 | +63.1% | 0.01% | +60.0% |
| Q1 2023 | $905,280 | +5.3% | 23,000 | +11.7% | 0.01% | 0.0% |
| Q4 2022 | $859,844 | -82.6% | 20,600 | -85.3% | 0.01% | -85.7% |
| Q2 2019 | $4,946,000 | +0.1% | 140,100 | 0.0% | 0.04% | -2.8% |
| Q1 2019 | $4,939,000 | +5.7% | 140,100 | 0.0% | 0.04% | -2.7% |
| Q4 2018 | $4,671,000 | +2.7% | 140,100 | 0.0% | 0.04% | +19.4% |
| Q3 2018 | $4,549,000 | -2.5% | 140,100 | 0.0% | 0.03% | -6.1% |
| Q2 2018 | $4,664,000 | -2.5% | 140,100 | 0.0% | 0.03% | +13.8% |
| Q1 2018 | $4,782,000 | -5.4% | 140,100 | 0.0% | 0.03% | -3.3% |
| Q4 2017 | $5,053,000 | +9.8% | 140,100 | 0.0% | 0.03% | +11.1% |
| Q3 2017 | $4,602,000 | +2.3% | 140,100 | 0.0% | 0.03% | +8.0% |
| Q2 2017 | $4,497,000 | +1.9% | 140,100 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $4,411,000 | – | 140,100 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Euclidean Capital LLC | 4,850,288 | $214,479,736 | 23.40% |
| Glovista Investments LLC | 554,048 | $24,639,069 | 14.62% |
| Virtus Fund Advisers, LLC | 40,789 | $1,803,690 | 12.78% |
| SUN LIFE FINANCIAL INC | 2,426,800 | $107,313 | 7.90% |
| Lake Hills Wealth Management, LLC | 158,106 | $6,991,447 | 7.08% |
| Rice Partnership, LLC | 492,523 | $21,779,367 | 6.16% |
| PEAK FINANCIAL ADVISORS LLC | 119,340 | $5,277,215 | 5.70% |
| Watershed Asset Management, L.L.C. | 100,000 | $4,422,000 | 5.21% |
| PRIMORIS WEALTH ADVISORS, LLC | 89,267 | $3,947,385 | 4.77% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $2,211,000 | 3.54% |