ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 72 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |