ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,684 | +1.8% | 2,095 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $79,238 | +6.4% | 2,095 | +2.3% | 0.02% | -4.5% |
| Q1 2023 | $74,450 | -7.8% | 2,048 | -16.2% | 0.02% | -15.4% |
| Q4 2022 | $80,738 | -13.2% | 2,445 | -11.1% | 0.03% | -21.2% |
| Q3 2022 | $93,000 | -18.4% | 2,751 | -15.7% | 0.03% | -13.2% |
| Q2 2022 | $114,000 | +54.1% | 3,265 | +88.3% | 0.04% | +81.0% |
| Q1 2022 | $74,000 | +208.3% | 1,734 | +224.1% | 0.02% | +250.0% |
| Q4 2021 | $24,000 | +9.1% | 535 | +7.4% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 498 | -2.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +22.2% | 508 | +9.7% | 0.01% | +20.0% |
| Q1 2021 | $18,000 | +80.0% | 463 | +63.6% | 0.01% | +66.7% |
| Q4 2020 | $10,000 | +11.1% | 283 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $9,000 | – | 283 | +96.5% | 0.00% | – |
| Q2 2020 | $0 | – | 144 | – | 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% |