ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 100 filers reported holding ISHARES TR in Q4 2021. 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 | 79,806 | $3,496,000 | 1.28% |
| STRATEGIC WEALTH MANAGEMENT INC | 43,546 | $1,908,000 | 0.94% |
| Sharkey, Howes & Javer | 62,112 | $2,721,000 | 0.62% |
| Congress Park Capital LLC | 17,437 | $764,000 | 0.38% |
| Wharton Business Group, LLC | 138,135 | $6,052,000 | 0.37% |
| Wolf Group Capital Advisors | 50,415 | $2,209,000 | 0.36% |
| TCG Advisory Services, LLC | 35,319 | $1,547,000 | 0.36% |
| Wealthcare Advisory Partners LLC | 130,907 | $5,735,000 | 0.34% |
| WILLNER & HELLER, LLC | 4,132 | $210,000 | 0.28% |
| S.C. Financial Services, Inc. | 5,947 | $225,000 | 0.26% |