ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,748 | -12.8% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,153 | +0.4% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,142 | -87.6% | 135 | -86.6% | 0.00% | -83.3% |
| Q4 2022 | $25,296 | -6.3% | 1,005 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $27,000 | -6.9% | 1,005 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -17.1% | 1,005 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $35,000 | -20.5% | 1,005 | 0.0% | 0.01% | -27.3% |
| Q4 2021 | $44,000 | -13.7% | 1,005 | 0.0% | 0.01% | -21.4% |
| Q3 2021 | $51,000 | -1.9% | 1,005 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $52,000 | +13.0% | 1,005 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $46,000 | +15.0% | 1,005 | +15.5% | 0.01% | 0.0% |
| Q4 2020 | $40,000 | +17.6% | 870 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $34,000 | +3.0% | 870 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $33,000 | +43.5% | 870 | 0.0% | 0.01% | +27.3% |
| Q1 2020 | $23,000 | – | 870 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 92,174 | $4,234,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 45,501 | $2,090,000 | 1.28% |
| Outlook Wealth Advisors, LLC | 15,613 | $717,000 | 0.26% |
| TCG Advisory Services, LLC | 12,838 | $500,000 | 0.23% |
| Wealthcare Advisory Partners LLC | 55,097 | $2,531,000 | 0.22% |
| Archer Investment Corp | 7,000 | $321,580,000 | 0.15% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6,198 | $285,000 | 0.09% |
| Tolleson Wealth Management, Inc. | 5,334 | $245,000 | 0.08% |
| Wharton Business Group, LLC | 21,110 | $970,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 6,415 | $295,000 | 0.05% |