ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,583,046 | +7.3% | 41,107 | +5.4% | 0.64% | +18.1% |
| Q2 2023 | $1,475,002 | +8.7% | 39,000 | +4.5% | 0.54% | +2.1% |
| Q1 2023 | $1,357,073 | +20.0% | 37,333 | +9.0% | 0.53% | +15.7% |
| Q4 2022 | $1,130,485 | -10.0% | 34,236 | -7.4% | 0.46% | -15.5% |
| Q3 2022 | $1,256,000 | +29.6% | 36,987 | +33.7% | 0.54% | +36.9% |
| Q2 2022 | $969,000 | -18.2% | 27,654 | -0.3% | 0.40% | -5.0% |
| Q1 2022 | $1,184,000 | +42.1% | 27,739 | +48.6% | 0.42% | +44.8% |
| Q4 2021 | $833,000 | – | 18,664 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMARILLO NATIONAL BANK | 136,735 | $5,837,000 | 1.13% |
| LVM CAPITAL MANAGEMENT LTD/MI | 194,126 | $8,287,000 | 1.10% |
| RETIREMENT CAPITAL STRATEGIES | 59,735 | $2,509,000 | 1.01% |
| Trinity Legacy Partners, LLC | 65,164 | $2,782,000 | 0.94% |
| Sierra Capital LLC | 117,113 | $5,000,000 | 0.79% |
| ALTERNA WEALTH MANAGEMENT, INC | 20,842 | $890,000 | 0.75% |
| Purus Wealth Management, LLC | 18,383 | $785,000 | 0.54% |
| Wharton Business Group, LLC | 189,076 | $8,072,000 | 0.49% |
| Wealthcare Advisory Partners LLC | 173,859 | $7,422,000 | 0.45% |
| WealthOne, LLC | 27,739 | $1,184,000 | 0.42% |