ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 140 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,311 | -14.7% | 7,201 | -16.2% | 0.01% | -12.5% |
| Q2 2023 | $325,139 | -49.5% | 8,597 | -51.5% | 0.02% | -59.0% |
| Q1 2023 | $643,769 | -28.6% | 17,710 | -35.2% | 0.04% | -39.1% |
| Q4 2022 | $901,819 | -11.5% | 27,311 | -9.0% | 0.06% | -23.8% |
| Q3 2022 | $1,019,000 | -5.5% | 30,010 | -2.5% | 0.08% | -6.7% |
| Q2 2022 | $1,078,000 | -20.9% | 30,778 | -3.5% | 0.09% | -7.2% |
| Q1 2022 | $1,362,000 | -17.9% | 31,902 | -14.2% | 0.10% | -21.8% |
| Q4 2021 | $1,658,000 | – | 37,177 | – | 0.12% | – |
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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% |