ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 63 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,145 | -7.5% | 350 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,810 | -2.1% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -20.0% | 350 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $15,000 | -16.7% | 350 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $18,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +12.5% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | 0.0% | 350 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $16,000 | – | 350 | – | 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% |