ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 82 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,606 | -92.8% | 816 | -91.4% | 0.00% | -80.0% |
| Q2 2023 | $229,286 | +92.4% | 9,500 | +98.6% | 0.01% | 0.0% |
| Q1 2023 | $119,180 | +73924.8% | 4,783 | -26.5% | 0.01% | +25.0% |
| Q4 2022 | $161 | -99.9% | 6,505 | +43.5% | 0.00% | +33.3% |
| Q3 2022 | $111,000 | 0.0% | 4,534 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $111,000 | -48.6% | 4,534 | -48.6% | 0.00% | 0.0% |
| Q1 2022 | $216,000 | +14.3% | 8,816 | +105.9% | 0.00% | -25.0% |
| Q4 2021 | $189,000 | -6.0% | 4,282 | +7.3% | 0.00% | 0.0% |
| Q3 2021 | $201,000 | -3.8% | 3,991 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $209,000 | +14.2% | 3,991 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $183,000 | 0.0% | 3,991 | +0.1% | 0.00% | -42.9% |
| Q4 2020 | $183,000 | +81.2% | 3,986 | +56.2% | 0.01% | +16.7% |
| Q3 2020 | $101,000 | +124.4% | 2,552 | +121.1% | 0.01% | +50.0% |
| Q2 2020 | $45,000 | – | 1,154 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 92,174 | $4,234,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 45,501 | $2,090,000 | 1.28% |
| Outlook Wealth Advisors, LLC | 15,613 | $717,000 | 0.26% |
| TCG Advisory Services, LLC | 12,838 | $500,000 | 0.23% |
| Wealthcare Advisory Partners LLC | 55,097 | $2,531,000 | 0.22% |
| Archer Investment Corp | 7,000 | $321,580,000 | 0.15% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6,198 | $285,000 | 0.09% |
| Tolleson Wealth Management, Inc. | 5,334 | $245,000 | 0.08% |
| Wharton Business Group, LLC | 21,110 | $970,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 6,415 | $295,000 | 0.05% |