ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,510 | +1.8% | 117,113 | 0.0% | 0.72% | +3.3% |
| Q2 2023 | $4,429 | +4.0% | 117,113 | 0.0% | 0.70% | +1.4% |
| Q1 2023 | $4,257 | +10.1% | 117,113 | 0.0% | 0.69% | +4.4% |
| Q4 2022 | $3,867 | -99.9% | 117,113 | 0.0% | 0.66% | -10.5% |
| Q3 2022 | $3,977,000 | -3.0% | 117,113 | 0.0% | 0.74% | -0.3% |
| Q2 2022 | $4,102,000 | -18.0% | 117,113 | 0.0% | 0.74% | -6.0% |
| Q1 2022 | $5,000,000 | -4.3% | 117,113 | 0.0% | 0.79% | +1.4% |
| Q4 2021 | $5,224,000 | -5.2% | 117,113 | 0.0% | 0.78% | -16.0% |
| Q3 2021 | $5,509,000 | +1052.5% | 117,113 | +956.8% | 0.93% | +940.4% |
| Q2 2021 | $478,000 | +136.6% | 11,082 | +109.5% | 0.09% | +134.2% |
| Q1 2021 | $202,000 | – | 5,290 | – | 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% |