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 | $246,657 | -5.3% | 6,405 | -7.0% | 0.04% | -4.4% |
| Q2 2023 | $260,391 | +1.1% | 6,885 | -2.8% | 0.04% | -8.2% |
| Q1 2023 | $257,540 | +10.1% | 7,085 | 0.0% | 0.05% | -3.9% |
| Q4 2022 | $233,947 | -9.0% | 7,085 | -6.3% | 0.05% | -10.5% |
| Q3 2022 | $257,000 | -1.9% | 7,560 | +1.0% | 0.06% | +3.6% |
| Q2 2022 | $262,000 | -16.6% | 7,486 | +1.7% | 0.06% | +12.2% |
| Q1 2022 | $314,000 | -4.0% | 7,361 | +0.3% | 0.05% | 0.0% |
| Q4 2021 | $327,000 | +14.7% | 7,336 | +11.7% | 0.05% | +6.5% |
| Q3 2021 | $285,000 | +7.5% | 6,566 | +6.7% | 0.05% | +12.2% |
| Q2 2021 | $265,000 | – | 6,152 | – | 0.04% | – |
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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% |