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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $963,000 | -32.5% | 33,338 | -19.4% | 0.00% | -25.0% |
| Q1 2022 | $1,426,000 | -35.2% | 41,379 | -17.6% | 0.00% | -20.0% |
| Q4 2021 | $2,200,000 | -11.2% | 50,228 | +2.8% | 0.01% | -16.7% |
| Q3 2021 | $2,478,000 | +1.1% | 48,873 | +3.8% | 0.01% | 0.0% |
| Q2 2021 | $2,451,000 | +22.0% | 47,101 | +7.2% | 0.01% | 0.0% |
| Q1 2021 | $2,009,000 | – | 43,954 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 172,534 | $8,977,000 | 3.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 40,772 | $2,121,000 | 1.14% |
| Sharkey, Howes & Javer | 64,027 | $3,331,000 | 0.88% |
| Wharton Business Group, LLC | 162,890 | $8,475,000 | 0.66% |
| Congress Park Capital LLC | 21,780 | $1,133,000 | 0.57% |
| Wolf Group Capital Advisors | 16,789 | $874,000 | 0.47% |
| TCG Advisory Services, LLC | 29,516 | $1,536,000 | 0.41% |
| Wealthcare Advisory Partners LLC | 109,762 | $5,711,000 | 0.38% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 22,450 | $1,168,000 | 0.19% |
| Mayflower Financial Advisors, LLC | 16,201 | $843,000 | 0.12% |