ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 418 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,565 | -2.6% | 19,461 | -3.8% | 0.93% | +2.2% |
| Q2 2023 | $883,658 | +11.0% | 20,221 | 0.0% | 0.91% | +7.2% |
| Q1 2023 | $795,899 | +65.5% | 20,221 | +75.5% | 0.85% | +69.6% |
| Q4 2022 | $480,887 | +15.3% | 11,521 | +12.8% | 0.50% | +14.2% |
| Q3 2022 | $417,000 | +3.7% | 10,216 | 0.0% | 0.44% | +9.8% |
| Q2 2022 | $402,000 | -16.8% | 10,216 | -5.7% | 0.40% | -6.6% |
| Q1 2022 | $483,000 | -2.6% | 10,831 | 0.0% | 0.43% | +7.0% |
| Q4 2021 | $496,000 | -5.9% | 10,831 | 0.0% | 0.40% | -6.3% |
| Q3 2021 | $527,000 | +10.0% | 10,831 | 0.0% | 0.43% | +10.1% |
| Q2 2021 | $479,000 | +4.8% | 10,831 | 0.0% | 0.39% | -3.0% |
| Q1 2021 | $457,000 | -24.3% | 10,831 | -27.9% | 0.40% | -29.4% |
| Q4 2020 | $604,000 | – | 15,014 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Euclidean Capital LLC | 4,850,288 | $214,479,736 | 23.40% |
| Glovista Investments LLC | 554,048 | $24,639,069 | 14.62% |
| Virtus Fund Advisers, LLC | 40,789 | $1,803,690 | 12.78% |
| SUN LIFE FINANCIAL INC | 2,426,800 | $107,313 | 7.90% |
| Lake Hills Wealth Management, LLC | 158,106 | $6,991,447 | 7.08% |
| Rice Partnership, LLC | 492,523 | $21,779,367 | 6.16% |
| PEAK FINANCIAL ADVISORS LLC | 119,340 | $5,277,215 | 5.70% |
| Watershed Asset Management, L.L.C. | 100,000 | $4,422,000 | 5.21% |
| PRIMORIS WEALTH ADVISORS, LLC | 89,267 | $3,947,385 | 4.77% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $2,211,000 | 3.54% |