ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 140 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,887 | +3.1% | 1,685 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $62,949 | +29.8% | 1,685 | +16.8% | 0.02% | +35.7% |
| Q1 2023 | $48,499 | -44.2% | 1,443 | -45.2% | 0.01% | -50.0% |
| Q4 2022 | $86,942 | -14.8% | 2,633 | -11.9% | 0.03% | -20.0% |
| Q3 2022 | $102,000 | -2.9% | 2,989 | 0.0% | 0.04% | -2.8% |
| Q2 2022 | $105,000 | -18.0% | 2,989 | 0.0% | 0.04% | -12.2% |
| Q1 2022 | $128,000 | +2.4% | 2,989 | +6.6% | 0.04% | -4.7% |
| Q4 2021 | $125,000 | +9.6% | 2,803 | +6.5% | 0.04% | -2.3% |
| Q3 2021 | $114,000 | +83.9% | 2,633 | +61.9% | 0.04% | +63.0% |
| Q1 2021 | $62,000 | – | 1,626 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |