RETIREMENT CAPITAL STRATEGIES - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 143 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$289,990
-1.9%
6,3110.0%0.12%
-4.1%
Q1 2024$295,670
-91.8%
6,311
-92.0%
0.12%
-92.2%
Q4 2023$3,588,516
+18.4%
78,990
+0.4%
1.56%
+9.7%
Q3 2023$3,030,236
-25.4%
78,687
-26.8%
1.42%
-24.1%
Q2 2023$4,064,364
+1642.4%
107,466
+1574.7%
1.87%
+1554.9%
Q1 2023$233,258
+10.1%
6,4170.0%0.11%
+8.7%
Q4 2022$211,889
-76.8%
6,417
-76.1%
0.10%
-75.1%
Q3 2022$914,000
-39.9%
26,900
-38.1%
0.42%
-38.8%
Q2 2022$1,522,000
-39.3%
43,437
-27.3%
0.68%
-32.1%
Q1 2022$2,509,000
-10.5%
59,735
-4.9%
1.01%
-2.2%
Q4 2021$2,802,000
+1.8%
62,812
-0.8%
1.03%
-2.6%
Q3 2021$2,752,000
-0.7%
63,344
-1.4%
1.06%
-0.1%
Q2 2021$2,772,000
+12.1%
64,241
-0.7%
1.06%
+8.5%
Q1 2021$2,472,000
-12.4%
64,722
-7.5%
0.97%
-14.9%
Q4 2020$2,823,000
+29.9%
69,963
-0.9%
1.14%
+14.0%
Q3 2020$2,174,000
-62.2%
70,609
-61.7%
1.00%
-63.2%
Q2 2020$5,745,000184,4332.73%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,228$7,058,0003.02%
AMARILLO NATIONAL BANK 135,162$6,030,0001.18%
LVM CAPITAL MANAGEMENT LTD/MI 180,756$8,064,0001.08%
RETIREMENT CAPITAL STRATEGIES 62,812$2,802,0001.03%
Sierra Capital LLC 117,113$5,224,0000.78%
ALTERNA WEALTH MANAGEMENT, INC 18,598$830,0000.69%
Purus Wealth Management, LLC 19,953$890,0000.56%
Wharton Business Group, LLC 191,776$8,555,0000.53%
FLOW TRADERS U.S. LLC 373,532$16,664,0000.45%
Wealthcare Advisory Partners LLC 164,954$7,359,0000.44%
View complete list of ISHARES TR shareholders