ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 74 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $370,868 | -41.8% | 15,938 | -37.1% | 0.02% | -48.9% |
| Q4 2022 | $637,596 | -20.9% | 25,332 | -17.1% | 0.04% | -31.8% |
| Q3 2022 | $806,000 | -35.3% | 30,560 | -29.0% | 0.07% | -36.5% |
| Q2 2022 | $1,245,000 | -21.3% | 43,066 | -6.2% | 0.10% | -7.1% |
| Q1 2022 | $1,582,000 | -23.0% | 45,924 | -2.1% | 0.11% | -26.8% |
| Q4 2021 | $2,054,000 | – | 46,888 | – | 0.15% | – |
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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% |