ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 68 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $403,652 | +18.4% | 17,459 | +19.6% | 0.16% | -1.9% |
Q1 2024 | $340,871 | 0.0% | 14,596 | 0.0% | 0.16% | 0.0% |
Q4 2023 | $340,871 | +13.0% | 14,596 | -1.6% | 0.16% | +13.3% |
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% |