ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 66 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| CORA CAPITAL ADVISORS LLC | 36,793 | $748,738 | 0.50% |
| Wharton Business Group, LLC | 283,364 | $5,766 | 0.32% |
| Lodestone Wealth Management LLC | 10,072 | $255,840 | 0.18% |
| Laidlaw Wealth Management LLC | 23,987 | $488,135 | 0.16% |
| Wolf Group Capital Advisors | 14,829 | $301,770 | 0.14% |
| TCG Advisory Services, LLC | 21,429 | $436,087 | 0.07% |
| Consolidated Portfolio Review Corp | 10,790 | $219,570 | 0.05% |
| Visionary Wealth Advisors | 26,173 | $532,618 | 0.04% |
| Pallas Capital Advisors LLC | 30,248 | $536,297 | 0.03% |
| RiverFront Investment Group, LLC | 41,046 | $835 | 0.03% |