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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,055 | +9.7% | 29,010 | -0.4% | 0.00% | +33.3% |
| Q4 2022 | $962 | -99.9% | 29,128 | +0.6% | 0.00% | -25.0% |
| Q3 2022 | $983,000 | -3.2% | 28,943 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $1,015,000 | -17.5% | 28,974 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $1,231,000 | -5.0% | 28,830 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $1,296,000 | +5.5% | 29,041 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $1,229,000 | +5.7% | 28,292 | +4.9% | 0.00% | +33.3% |
| Q2 2021 | $1,163,000 | +15.6% | 26,959 | +2.3% | 0.00% | 0.0% |
| Q1 2021 | $1,006,000 | – | 26,345 | – | 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% |