ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 63 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 | $922,395 | -14.6% | 45,327 | -2.0% | 0.00% | -50.0% |
Q2 2023 | $1,080,435 | +0.7% | 46,244 | +0.4% | 0.00% | 0.0% |
Q1 2023 | $1,072,876 | +9.8% | 46,068 | +18.6% | 0.00% | 0.0% |
Q4 2022 | $976,713 | +112.8% | 38,834 | +123.1% | 0.00% | +100.0% |
Q3 2022 | $459,000 | +35.4% | 17,406 | +50.3% | 0.00% | 0.0% |
Q2 2022 | $339,000 | +82.3% | 11,577 | +4.8% | 0.00% | – |
Q1 2022 | $186,000 | -59.8% | 11,046 | +4.5% | 0.00% | -100.0% |
Q4 2021 | $463,000 | -6.5% | 10,567 | +6.9% | 0.00% | 0.0% |
Q3 2021 | $495,000 | -5.4% | 9,882 | -1.1% | 0.00% | 0.0% |
Q2 2021 | $523,000 | +19.1% | 9,996 | +4.4% | 0.00% | 0.0% |
Q1 2021 | $439,000 | +186.9% | 9,575 | +188.0% | 0.00% | – |
Q4 2020 | $153,000 | +20.5% | 3,325 | +2.3% | 0.00% | – |
Q3 2020 | $127,000 | +74.0% | 3,249 | +68.9% | 0.00% | – |
Q2 2020 | $73,000 | – | 1,924 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RETIREMENT CAPITAL STRATEGIES | 92,174 | $4,234,000 | 1.72% |
STRATEGIC WEALTH MANAGEMENT INC | 45,501 | $2,090,000 | 1.28% |
Outlook Wealth Advisors, LLC | 15,613 | $717,000 | 0.26% |
TCG Advisory Services, LLC | 12,838 | $500,000 | 0.23% |
Wealthcare Advisory Partners LLC | 55,097 | $2,531,000 | 0.22% |
Archer Investment Corp | 7,000 | $321,580,000 | 0.15% |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6,198 | $285,000 | 0.09% |
Tolleson Wealth Management, Inc. | 5,334 | $245,000 | 0.08% |
Wharton Business Group, LLC | 21,110 | $970,000 | 0.08% |
NAPLES GLOBAL ADVISORS, LLC | 6,415 | $295,000 | 0.05% |