ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 58 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,898 | +153.8% | 22,121 | +149.3% | 0.00% | – |
| Q2 2023 | $335,632 | +6.4% | 8,874 | +2.2% | 0.00% | – |
| Q1 2023 | $315,493 | +15.4% | 8,679 | +4.9% | 0.00% | – |
| Q4 2022 | $273,274 | -2.4% | 8,276 | +0.5% | 0.00% | – |
| Q3 2022 | $280,000 | -3.8% | 8,234 | -0.7% | 0.00% | – |
| Q2 2022 | $291,000 | -15.2% | 8,294 | +3.3% | 0.00% | -100.0% |
| Q1 2022 | $343,000 | -12.3% | 8,030 | -8.4% | 0.00% | 0.0% |
| Q4 2021 | $391,000 | +0.8% | 8,765 | -1.7% | 0.00% | 0.0% |
| Q3 2021 | $388,000 | +1.6% | 8,921 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $382,000 | +6.7% | 8,849 | -5.5% | 0.00% | 0.0% |
| Q1 2021 | $358,000 | -2.7% | 9,360 | +2.7% | 0.00% | 0.0% |
| Q4 2020 | $368,000 | +50.2% | 9,114 | +22.0% | 0.00% | 0.0% |
| Q3 2020 | $245,000 | – | 7,469 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |