RETIREMENT CAPITAL STRATEGIES - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 86 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$3,496,000
-19.3%
79,806
-6.5%
1.28%
-22.7%
Q3 2021$4,330,000
-51.8%
85,387
-50.5%
1.66%
-51.4%
Q2 2021$8,977,000
+123.0%
172,534
+96.0%
3.42%
+115.8%
Q1 2021$4,025,000
-4.9%
88,049
-4.5%
1.59%
-7.6%
Q4 2020$4,234,000
+19.2%
92,174
-1.6%
1.72%
+4.6%
Q3 2020$3,552,000
-62.5%
93,644
-62.5%
1.64%
-63.5%
Q2 2020$9,471,000249,4324.50%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 172,534$8,977,0003.42%
STRATEGIC WEALTH MANAGEMENT INC 40,772$2,121,0001.14%
Sharkey, Howes & Javer 64,027$3,331,0000.88%
Wharton Business Group, LLC 162,890$8,475,0000.66%
Congress Park Capital LLC 21,780$1,133,0000.57%
Wolf Group Capital Advisors 16,789$874,0000.47%
TCG Advisory Services, LLC 29,516$1,536,0000.41%
Wealthcare Advisory Partners LLC 109,762$5,711,0000.38%
BAKER TILLY WEALTH MANAGEMENT, LLC 22,450$1,168,0000.19%
Mayflower Financial Advisors, LLC 16,201$843,0000.12%
View complete list of ISHARES TR shareholders