ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 135 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,000 | -43.9% | 10,967 | -45.2% | 0.00% | 0.0% |
| Q2 2023 | $756,000 | +3.6% | 20,011 | -0.5% | 0.00% | -50.0% |
| Q1 2023 | $730,000 | +9.9% | 20,105 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $664,000 | +9.4% | 20,166 | +12.2% | 0.00% | 0.0% |
| Q3 2022 | $607,000 | -20.5% | 17,972 | -17.6% | 0.00% | 0.0% |
| Q2 2022 | $764,000 | -38.6% | 21,814 | -25.4% | 0.00% | -33.3% |
| Q1 2022 | $1,245,000 | +54.1% | 29,240 | +60.6% | 0.00% | +50.0% |
| Q4 2021 | $808,000 | +304.0% | 18,209 | +294.1% | 0.00% | +100.0% |
| Q3 2021 | $200,000 | – | 4,620 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CROSSPOINT FINANCIAL, LLC | 37,790 | $1,455,288 | 15.38% |
| RETIREMENT CAPITAL STRATEGIES | 78,687 | $3,030,236 | 1.42% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 22,600 | $870,326 | 0.84% |
| Sierra Capital LLC | 117,113 | $4,510 | 0.72% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 29,050 | $1,118,720 | 0.72% |
| LVM CAPITAL MANAGEMENT LTD/MI | 127,906 | $4,926 | 0.69% |
| WealthOne, LLC | 41,107 | $1,583,046 | 0.64% |
| ALTERNA WEALTH MANAGEMENT, INC | 12,317 | $474,328 | 0.61% |
| CORA CAPITAL ADVISORS LLC | 20,980 | $807,940 | 0.54% |
| Wharton Business Group, LLC | 200,110 | $7,706 | 0.43% |