ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 100 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 | $1,087,429 | -13.1% | 53,436 | -0.3% | 0.00% | 0.0% |
| Q2 2023 | $1,251,850 | -23.1% | 53,604 | -23.4% | 0.00% | 0.0% |
| Q1 2023 | $1,627,566 | -3.7% | 69,943 | +4.2% | 0.00% | 0.0% |
| Q4 2022 | $1,690,239 | -17.2% | 67,153 | -13.2% | 0.00% | -50.0% |
| Q3 2022 | $2,041,000 | -7.4% | 77,355 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $2,204,000 | -12.3% | 76,267 | +4.5% | 0.00% | 0.0% |
| Q1 2022 | $2,514,000 | -45.6% | 72,963 | -30.8% | 0.00% | -50.0% |
| Q4 2021 | $4,621,000 | -9.8% | 105,489 | +4.4% | 0.00% | -20.0% |
| Q3 2021 | $5,125,000 | -11.9% | 101,069 | -9.6% | 0.01% | -16.7% |
| Q2 2021 | $5,819,000 | +17.2% | 111,841 | +3.0% | 0.01% | 0.0% |
| Q1 2021 | $4,965,000 | +33.4% | 108,623 | +34.1% | 0.01% | +20.0% |
| Q4 2020 | $3,721,000 | +161.1% | 81,001 | +121.4% | 0.01% | +150.0% |
| Q3 2020 | $1,425,000 | +189.0% | 36,585 | +181.8% | 0.00% | +100.0% |
| Q2 2020 | $493,000 | – | 12,984 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 92,174 | $4,234,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 45,501 | $2,090,000 | 1.28% |
| Outlook Wealth Advisors, LLC | 15,613 | $717,000 | 0.26% |
| TCG Advisory Services, LLC | 12,838 | $500,000 | 0.23% |
| Wealthcare Advisory Partners LLC | 55,097 | $2,531,000 | 0.22% |
| Archer Investment Corp | 7,000 | $321,580,000 | 0.15% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6,198 | $285,000 | 0.09% |
| Tolleson Wealth Management, Inc. | 5,334 | $245,000 | 0.08% |
| Wharton Business Group, LLC | 21,110 | $970,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 6,415 | $295,000 | 0.05% |