ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 24 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $716,795 | -18.5% | 27,768 | -6.5% | 0.00% | -50.0% |
| Q3 2022 | $880,000 | -6.3% | 29,707 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $939,000 | -12.6% | 29,982 | -4.0% | 0.00% | 0.0% |
| Q1 2022 | $1,074,000 | -6.2% | 31,230 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $1,145,000 | -0.3% | 31,107 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $1,148,000 | +18.2% | 31,145 | +16.7% | 0.00% | 0.0% |
| Q2 2021 | $971,000 | +3.7% | 26,679 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $936,000 | +15.0% | 26,627 | +5.2% | 0.00% | 0.0% |
| Q4 2020 | $814,000 | +14.2% | 25,300 | +2.6% | 0.00% | 0.0% |
| Q3 2020 | $713,000 | +164.1% | 24,649 | +150.2% | 0.00% | +100.0% |
| Q2 2020 | $270,000 | – | 9,853 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC | 125,234 | $4,308,000 | 2.90% |
| Atlas Private Wealth Management, LLC | 27,008 | $929,000 | 0.54% |
| Savior LLC | 7,531 | $262,000 | 0.20% |
| Certified Advisory Corp | 16,997 | $585,000 | 0.12% |
| Signature Wealth Management Group | 5,917 | $204,000 | 0.09% |
| Verde Capital Management | 5,914 | $204,000 | 0.08% |
| Pinnacle Private Wealth, LLC | 7,177 | $247,000 | 0.08% |
| Morling Financial Advisors, LLC | 1,439 | $50,000 | 0.06% |
| Dynamic Advisor Solutions LLC | 14,715 | $506,000 | 0.04% |
| AE Wealth Management LLC | 91,920 | $3,162,000 | 0.02% |