ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 66 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| CORA CAPITAL ADVISORS LLC | 36,793 | $748,738 | 0.50% |
| Wharton Business Group, LLC | 283,364 | $5,766 | 0.32% |
| Lodestone Wealth Management LLC | 10,072 | $255,840 | 0.18% |
| Laidlaw Wealth Management LLC | 23,987 | $488,135 | 0.16% |
| Wolf Group Capital Advisors | 14,829 | $301,770 | 0.14% |
| TCG Advisory Services, LLC | 21,429 | $436,087 | 0.07% |
| Consolidated Portfolio Review Corp | 10,790 | $219,570 | 0.05% |
| Visionary Wealth Advisors | 26,173 | $532,618 | 0.04% |
| Pallas Capital Advisors LLC | 30,248 | $536,297 | 0.03% |
| RiverFront Investment Group, LLC | 41,046 | $835 | 0.03% |