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 | $307,577 | -10.6% | 7,987 | -12.2% | 0.02% | -4.8% |
| Q2 2023 | $343,931 | -7.2% | 9,094 | -10.8% | 0.02% | -12.5% |
| Q1 2023 | $370,639 | -24.8% | 10,196 | -31.7% | 0.02% | -31.4% |
| Q4 2022 | $493,002 | +81253.5% | 14,930 | -16.3% | 0.04% | -25.5% |
| Q3 2022 | $606 | -40.5% | 17,835 | -38.6% | 0.05% | -42.0% |
| Q2 2022 | $1,018 | -20.8% | 29,057 | -3.5% | 0.08% | -6.9% |
| Q1 2022 | $1,286 | -1.6% | 30,123 | +2.8% | 0.09% | -13.9% |
| Q4 2021 | $1,307 | +6.2% | 29,309 | +3.5% | 0.10% | -15.8% |
| Q3 2021 | $1,231 | +7.7% | 28,323 | +6.9% | 0.12% | -11.8% |
| Q2 2021 | $1,143 | +50.0% | 26,489 | +32.8% | 0.14% | +15.3% |
| Q1 2021 | $762 | – | 19,949 | – | 0.12% | – |
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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% |