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 | ||||
|---|---|---|---|---|---|---|
| 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 | 92,174 | $4,234,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 45,501 | $2,090,000 | 1.28% |
| Outlook Wealth Advisors, LLC | 15,613 | $717,000 | 0.26% |
| TCG Advisory Services, LLC | 12,838 | $500,000 | 0.23% |
| Wealthcare Advisory Partners LLC | 55,097 | $2,531,000 | 0.22% |
| Archer Investment Corp | 7,000 | $321,580,000 | 0.15% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6,198 | $285,000 | 0.09% |
| Tolleson Wealth Management, Inc. | 5,334 | $245,000 | 0.08% |
| Wharton Business Group, LLC | 21,110 | $970,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 6,415 | $295,000 | 0.05% |