ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 86 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $305,000 | -15.3% | 6,964 | -1.9% | 0.02% | -24.1% |
| Q3 2021 | $360,000 | -2.4% | 7,098 | 0.0% | 0.03% | +26.1% |
| Q2 2021 | $369,000 | -13.2% | 7,098 | -23.6% | 0.02% | -25.8% |
| Q1 2021 | $425,000 | +1.0% | 9,292 | +1.4% | 0.03% | -11.4% |
| Q4 2020 | $421,000 | +16.6% | 9,160 | -1.2% | 0.04% | -2.8% |
| Q3 2020 | $361,000 | +24.9% | 9,267 | +21.7% | 0.04% | -10.0% |
| Q2 2020 | $289,000 | – | 7,613 | – | 0.04% | – |
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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% |