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 | $8,573,743 | +6.8% | 222,637 | +4.9% | 0.01% | 0.0% |
| Q2 2023 | $8,025,491 | +6.6% | 212,202 | +2.5% | 0.01% | 0.0% |
| Q1 2023 | $7,528,635 | +13.9% | 207,115 | +3.4% | 0.01% | 0.0% |
| Q4 2022 | $6,612,452 | -12.6% | 200,256 | -10.1% | 0.01% | -14.3% |
| Q3 2022 | $7,562,000 | -3.2% | 222,688 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $7,813,000 | -17.3% | 223,046 | +0.8% | 0.01% | -12.5% |
| Q1 2022 | $9,449,000 | -6.8% | 221,342 | -2.6% | 0.01% | -11.1% |
| Q4 2021 | $10,133,000 | +12.0% | 227,150 | +9.1% | 0.01% | +12.5% |
| Q3 2021 | $9,048,000 | +30.8% | 208,236 | +29.9% | 0.01% | +14.3% |
| Q2 2021 | $6,920,000 | +56.3% | 160,361 | +38.3% | 0.01% | +40.0% |
| Q1 2021 | $4,428,000 | +19.4% | 115,917 | +26.1% | 0.01% | 0.0% |
| Q4 2020 | $3,709,000 | +89.7% | 91,913 | +54.2% | 0.01% | +66.7% |
| Q3 2020 | $1,955,000 | – | 59,596 | – | 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% |