ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 74 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 172,534 | $8,977,000 | 3.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 40,772 | $2,121,000 | 1.14% |
| Sharkey, Howes & Javer | 64,027 | $3,331,000 | 0.88% |
| Wharton Business Group, LLC | 162,890 | $8,475,000 | 0.66% |
| Congress Park Capital LLC | 21,780 | $1,133,000 | 0.57% |
| Wolf Group Capital Advisors | 16,789 | $874,000 | 0.47% |
| TCG Advisory Services, LLC | 29,516 | $1,536,000 | 0.41% |
| Wealthcare Advisory Partners LLC | 109,762 | $5,711,000 | 0.38% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 22,450 | $1,168,000 | 0.19% |
| Mayflower Financial Advisors, LLC | 16,201 | $843,000 | 0.12% |