ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 100 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| CORA CAPITAL ADVISORS LLC | 36,793 | $748,738 | 0.50% |
| Wharton Business Group, LLC | 283,364 | $5,766 | 0.32% |
| Lodestone Wealth Management LLC | 10,072 | $255,840 | 0.18% |
| Laidlaw Wealth Management LLC | 23,987 | $488,135 | 0.16% |
| Wolf Group Capital Advisors | 14,829 | $301,770 | 0.14% |
| TCG Advisory Services, LLC | 21,429 | $436,087 | 0.07% |
| Consolidated Portfolio Review Corp | 10,790 | $219,570 | 0.05% |
| Visionary Wealth Advisors | 26,173 | $532,618 | 0.04% |
| Pallas Capital Advisors LLC | 30,248 | $536,297 | 0.03% |
| RiverFront Investment Group, LLC | 41,046 | $835 | 0.03% |