ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 134 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,910,605 | +1.5% | 309,286 | -0.3% | 0.00% | 0.0% |
| Q2 2023 | $11,732,217 | +19.6% | 310,212 | +15.0% | 0.00% | 0.0% |
| Q1 2023 | $9,807,739 | -23.4% | 269,814 | -30.5% | 0.00% | -20.0% |
| Q4 2022 | $12,811,595 | -7.1% | 387,995 | -4.5% | 0.01% | -16.7% |
| Q3 2022 | $13,790,000 | +14.7% | 406,076 | +18.3% | 0.01% | +20.0% |
| Q2 2022 | $12,023,000 | -16.6% | 343,230 | +1.7% | 0.01% | 0.0% |
| Q1 2022 | $14,410,000 | +155.1% | 337,564 | +166.6% | 0.01% | +150.0% |
| Q4 2021 | $5,648,000 | +15.0% | 126,598 | +12.0% | 0.00% | 0.0% |
| Q3 2021 | $4,910,000 | +163566.7% | 113,014 | +112914.0% | 0.00% | – |
| Q4 2019 | $3,000 | -87.5% | 100 | -89.7% | 0.00% | – |
| Q3 2019 | $24,000 | – | 975 | – | 0.00% | – |
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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% |