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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $206,432 | -16.6% | 5,679 | -21.7% | 0.02% | -14.3% |
| Q4 2022 | $247,652 | -21.1% | 7,254 | -21.6% | 0.02% | -34.4% |
| Q3 2022 | $314,000 | -18.0% | 9,249 | -15.6% | 0.03% | -13.5% |
| Q2 2022 | $383,000 | -30.0% | 10,953 | -14.7% | 0.04% | -21.3% |
| Q1 2022 | $547,000 | -3.9% | 12,834 | +0.6% | 0.05% | -2.1% |
| Q4 2021 | $569,000 | +8.4% | 12,759 | +5.5% | 0.05% | +2.1% |
| Q3 2021 | $525,000 | +13.4% | 12,097 | +12.7% | 0.05% | +9.3% |
| Q2 2021 | $463,000 | – | 10,732 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CROSSPOINT FINANCIAL, LLC | 37,790 | $1,455,288 | 15.38% |
| RETIREMENT CAPITAL STRATEGIES | 78,687 | $3,030,236 | 1.42% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 22,600 | $870,326 | 0.84% |
| Sierra Capital LLC | 117,113 | $4,510 | 0.72% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 29,050 | $1,118,720 | 0.72% |
| LVM CAPITAL MANAGEMENT LTD/MI | 127,906 | $4,926 | 0.69% |
| WealthOne, LLC | 41,107 | $1,583,046 | 0.64% |
| ALTERNA WEALTH MANAGEMENT, INC | 12,317 | $474,328 | 0.61% |
| CORA CAPITAL ADVISORS LLC | 20,980 | $807,940 | 0.54% |
| Wharton Business Group, LLC | 200,110 | $7,706 | 0.43% |