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 | $658 | -12.3% | 32,331 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $750 | +6.8% | 32,104 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $702 | -5.8% | 30,156 | +2.0% | 0.00% | -25.0% |
| Q4 2022 | $745 | -99.9% | 29,579 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $764,000 | -19.2% | 28,952 | -11.5% | 0.00% | -20.0% |
| Q2 2022 | $946,000 | +30.3% | 32,731 | +55.4% | 0.01% | +66.7% |
| Q1 2022 | $726,000 | -31.7% | 21,060 | -13.2% | 0.00% | -40.0% |
| Q4 2021 | $1,063,000 | -8.0% | 24,256 | +6.5% | 0.01% | -16.7% |
| Q3 2021 | $1,155,000 | -4.4% | 22,773 | -1.9% | 0.01% | 0.0% |
| Q2 2021 | $1,208,000 | +13.1% | 23,223 | -0.6% | 0.01% | 0.0% |
| Q1 2021 | $1,068,000 | +3.0% | 23,367 | +3.5% | 0.01% | 0.0% |
| Q4 2020 | $1,037,000 | +29.0% | 22,581 | +9.4% | 0.01% | +20.0% |
| Q3 2020 | $804,000 | +34.4% | 20,636 | +31.1% | 0.01% | +25.0% |
| Q2 2020 | $598,000 | – | 15,744 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 172,534 | $8,977,000 | 3.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 40,772 | $2,121,000 | 1.14% |
| Sharkey, Howes & Javer | 64,027 | $3,331,000 | 0.88% |
| Wharton Business Group, LLC | 162,890 | $8,475,000 | 0.66% |
| Congress Park Capital LLC | 21,780 | $1,133,000 | 0.57% |
| Wolf Group Capital Advisors | 16,789 | $874,000 | 0.47% |
| TCG Advisory Services, LLC | 29,516 | $1,536,000 | 0.41% |
| Wealthcare Advisory Partners LLC | 109,762 | $5,711,000 | 0.38% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 22,450 | $1,168,000 | 0.19% |
| Mayflower Financial Advisors, LLC | 16,201 | $843,000 | 0.12% |