ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,157 | -0.1% | 10,365 | -1.9% | 0.05% | +2.1% |
| Q2 2023 | $399,569 | -10.7% | 10,565 | -14.2% | 0.05% | -16.1% |
| Q1 2023 | $447,651 | +8.6% | 12,315 | -1.3% | 0.06% | +7.7% |
| Q4 2022 | $412,123 | -3.7% | 12,481 | -0.9% | 0.05% | -11.9% |
| Q3 2022 | $428,000 | -6.8% | 12,591 | -3.8% | 0.06% | -1.7% |
| Q2 2022 | $459,000 | -38.7% | 13,091 | -25.4% | 0.06% | -30.2% |
| Q1 2022 | $749,000 | +4.8% | 17,541 | +9.4% | 0.09% | +3.6% |
| Q4 2021 | $715,000 | +9.3% | 16,031 | +6.6% | 0.08% | -3.5% |
| Q3 2021 | $654,000 | +9.5% | 15,041 | +8.8% | 0.09% | +3.6% |
| Q2 2021 | $597,000 | +19.2% | 13,825 | +5.3% | 0.08% | +9.2% |
| Q1 2021 | $501,000 | +12.8% | 13,125 | +19.2% | 0.08% | +1.3% |
| Q4 2020 | $444,000 | – | 11,010 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |