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 | $4,745 | -36.6% | 233 | -27.2% | 0.00% | 0.0% |
| Q2 2023 | $7,479 | +0.5% | 320 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,444 | -88.3% | 320 | -87.3% | 0.00% | -87.5% |
| Q4 2022 | $63,373 | -65.4% | 2,518 | -63.6% | 0.01% | -68.0% |
| Q3 2022 | $183,000 | +369.2% | 6,919 | +668.8% | 0.02% | +525.0% |
| Q4 2021 | $39,000 | -13.3% | 900 | +0.6% | 0.00% | -33.3% |
| Q3 2021 | $45,000 | -4.3% | 895 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | +20.5% | 895 | +4.8% | 0.01% | +20.0% |
| Q1 2021 | $39,000 | 0.0% | 854 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $39,000 | – | 854 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 79,806 | $3,496,000 | 1.28% |
| STRATEGIC WEALTH MANAGEMENT INC | 43,546 | $1,908,000 | 0.94% |
| Sharkey, Howes & Javer | 62,112 | $2,721,000 | 0.62% |
| Congress Park Capital LLC | 17,437 | $764,000 | 0.38% |
| Wharton Business Group, LLC | 138,135 | $6,052,000 | 0.37% |
| Wolf Group Capital Advisors | 50,415 | $2,209,000 | 0.36% |
| TCG Advisory Services, LLC | 35,319 | $1,547,000 | 0.36% |
| Wealthcare Advisory Partners LLC | 130,907 | $5,735,000 | 0.34% |
| WILLNER & HELLER, LLC | 4,132 | $210,000 | 0.28% |
| S.C. Financial Services, Inc. | 5,947 | $225,000 | 0.26% |