ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 58 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,750,854 | +24.8% | 45,461 | +22.6% | 0.00% | 0.0% |
| Q2 2023 | $1,402,705 | +1.5% | 37,088 | -2.5% | 0.00% | 0.0% |
| Q1 2023 | $1,381,653 | +18.9% | 38,032 | +7.9% | 0.00% | +50.0% |
| Q4 2022 | $1,162,000 | -19.0% | 35,251 | -16.5% | 0.00% | -33.3% |
| Q3 2022 | $1,435,000 | -24.6% | 42,227 | -22.3% | 0.00% | -25.0% |
| Q2 2022 | $1,903,000 | -14.8% | 54,322 | +2.1% | 0.00% | 0.0% |
| Q1 2022 | $2,234,000 | +31.3% | 53,204 | +39.5% | 0.00% | +33.3% |
| Q4 2021 | $1,702,000 | +23.2% | 38,143 | +20.0% | 0.00% | 0.0% |
| Q3 2021 | $1,382,000 | +9.8% | 31,777 | +8.9% | 0.00% | 0.0% |
| Q2 2021 | $1,259,000 | +7.1% | 29,184 | -5.0% | 0.00% | 0.0% |
| Q1 2021 | $1,175,000 | +34.6% | 30,728 | +41.8% | 0.00% | +50.0% |
| Q4 2020 | $873,000 | +60.2% | 21,668 | +30.6% | 0.00% | 0.0% |
| Q3 2020 | $545,000 | +87.3% | 16,589 | +77.9% | 0.00% | +100.0% |
| Q2 2020 | $291,000 | +107.9% | 9,326 | +66.0% | 0.00% | 0.0% |
| Q1 2020 | $140,000 | – | 5,617 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |