ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 66 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,463 | +7.5% | 20,809 | +32.9% | 0.00% | – |
| Q4 2022 | $394,011 | -59.8% | 15,654 | -57.8% | 0.00% | – |
| Q3 2022 | $980,000 | +71.6% | 37,127 | +123.9% | 0.00% | – |
| Q1 2022 | $571,000 | -84.4% | 16,584 | -80.1% | 0.00% | -100.0% |
| Q4 2021 | $3,656,000 | +116.8% | 83,454 | +151.0% | 0.00% | – |
| Q3 2021 | $1,686,000 | +11.7% | 33,255 | +14.6% | 0.00% | – |
| Q2 2021 | $1,510,000 | -1.3% | 29,015 | -13.3% | 0.00% | – |
| Q1 2021 | $1,530,000 | +63.8% | 33,462 | +39.6% | 0.00% | – |
| Q3 2020 | $934,000 | -7.7% | 23,976 | -10.0% | 0.00% | – |
| Q2 2020 | $1,012,000 | – | 26,651 | – | 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% |