ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 77 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,693 | -1.8% | 8,979 | -2.1% | 0.02% | -3.8% |
| Q1 2023 | $213,502 | +0.1% | 9,175 | +8.3% | 0.03% | -3.7% |
| Q4 2022 | $213,190 | +5.0% | 8,470 | +44.0% | 0.03% | +35.0% |
| Q1 2022 | $203,000 | -27.5% | 5,881 | +6.7% | 0.02% | -25.9% |
| Q3 2021 | $280,000 | +8.5% | 5,513 | +11.1% | 0.03% | +8.0% |
| Q2 2021 | $258,000 | +88.3% | 4,961 | +65.4% | 0.02% | +78.6% |
| Q1 2021 | $137,000 | – | 2,999 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 172,534 | $8,977,000 | 3.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 40,772 | $2,121,000 | 1.14% |
| Sharkey, Howes & Javer | 64,027 | $3,331,000 | 0.88% |
| Wharton Business Group, LLC | 162,890 | $8,475,000 | 0.66% |
| Congress Park Capital LLC | 21,780 | $1,133,000 | 0.57% |
| Wolf Group Capital Advisors | 16,789 | $874,000 | 0.47% |
| TCG Advisory Services, LLC | 29,516 | $1,536,000 | 0.41% |
| Wealthcare Advisory Partners LLC | 109,762 | $5,711,000 | 0.38% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 22,450 | $1,168,000 | 0.19% |
| Mayflower Financial Advisors, LLC | 16,201 | $843,000 | 0.12% |