ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 140 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
| 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 ↓ |
|---|---|---|---|
| CROSSPOINT FINANCIAL, LLC | 37,790 | $1,455,288 | 15.38% |
| RETIREMENT CAPITAL STRATEGIES | 78,687 | $3,030,236 | 1.42% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 22,600 | $870,326 | 0.84% |
| Sierra Capital LLC | 117,113 | $4,510 | 0.72% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 29,050 | $1,118,720 | 0.72% |
| LVM CAPITAL MANAGEMENT LTD/MI | 127,906 | $4,926 | 0.69% |
| WealthOne, LLC | 41,107 | $1,583,046 | 0.64% |
| ALTERNA WEALTH MANAGEMENT, INC | 12,317 | $474,328 | 0.61% |
| CORA CAPITAL ADVISORS LLC | 20,980 | $807,940 | 0.54% |
| Wharton Business Group, LLC | 200,110 | $7,706 | 0.43% |