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 | $589,924 | -1.0% | 15,319 | -2.8% | 0.15% | +4.1% |
| Q2 2023 | $596,098 | +3.3% | 15,761 | -0.7% | 0.15% | -2.0% |
| Q1 2023 | $577,171 | +4.2% | 15,878 | -5.4% | 0.15% | -1.3% |
| Q4 2022 | $554,014 | -11.8% | 16,778 | -9.3% | 0.15% | -13.2% |
| Q3 2022 | $628,000 | -12.0% | 18,495 | -9.4% | 0.17% | -9.4% |
| Q2 2022 | $714,000 | -17.0% | 20,409 | +1.3% | 0.19% | -5.4% |
| Q1 2022 | $860,000 | -0.6% | 20,147 | +3.8% | 0.20% | +2.0% |
| Q4 2021 | $865,000 | +1.9% | 19,408 | -0.7% | 0.20% | -7.4% |
| Q3 2021 | $849,000 | +56.9% | 19,550 | +55.7% | 0.22% | +55.8% |
| Q2 2021 | $541,000 | +23.5% | 12,560 | +9.6% | 0.14% | +13.1% |
| Q1 2021 | $438,000 | +7.9% | 11,459 | +13.9% | 0.12% | -0.8% |
| Q4 2020 | $406,000 | +87.1% | 10,057 | +51.9% | 0.12% | +61.8% |
| Q3 2020 | $217,000 | – | 6,620 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |