ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |