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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,770 | -14.1% | 14,829 | +1.6% | 0.14% | -18.3% |
| Q2 2023 | $351,472 | +3.5% | 14,596 | 0.0% | 0.18% | +3.6% |
| Q1 2023 | $339,649 | -11.5% | 14,596 | -4.3% | 0.17% | -6.6% |
| Q4 2022 | $383,742 | -41.3% | 15,246 | -19.7% | 0.18% | -46.0% |
| Q1 2022 | $654,000 | -70.4% | 18,992 | -62.3% | 0.34% | -7.2% |
| Q4 2021 | $2,209,000 | +167.4% | 50,415 | +209.3% | 0.36% | -19.8% |
| Q3 2021 | $826,000 | -5.5% | 16,298 | -2.9% | 0.45% | -4.1% |
| Q2 2021 | $874,000 | +106.1% | 16,789 | +81.1% | 0.47% | +92.2% |
| Q1 2021 | $424,000 | – | 9,269 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 79,806 | $3,496,000 | 1.28% |
| STRATEGIC WEALTH MANAGEMENT INC | 43,546 | $1,908,000 | 0.94% |
| Sharkey, Howes & Javer | 62,112 | $2,721,000 | 0.62% |
| Congress Park Capital LLC | 17,437 | $764,000 | 0.38% |
| Wharton Business Group, LLC | 138,135 | $6,052,000 | 0.37% |
| Wolf Group Capital Advisors | 50,415 | $2,209,000 | 0.36% |
| TCG Advisory Services, LLC | 35,319 | $1,547,000 | 0.36% |
| Wealthcare Advisory Partners LLC | 130,907 | $5,735,000 | 0.34% |
| WILLNER & HELLER, LLC | 4,132 | $210,000 | 0.28% |
| S.C. Financial Services, Inc. | 5,947 | $225,000 | 0.26% |