ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 140 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,548 | +20.9% | 19,126 | +18.7% | 0.06% | +22.4% |
| Q2 2023 | $609,210 | +9.3% | 16,108 | +5.0% | 0.05% | +4.3% |
| Q1 2023 | $557,438 | +104878.9% | 15,335 | -4.6% | 0.05% | -4.1% |
| Q4 2022 | $531 | -99.9% | 16,082 | +7.1% | 0.05% | -7.5% |
| Q3 2022 | $510,000 | +1.6% | 15,021 | +4.8% | 0.05% | +17.8% |
| Q2 2022 | $502,000 | -29.6% | 14,336 | -14.1% | 0.04% | -21.1% |
| Q1 2022 | $713,000 | +36.3% | 16,694 | +42.3% | 0.06% | +32.6% |
| Q4 2021 | $523,000 | +26.6% | 11,734 | +23.6% | 0.04% | 0.0% |
| Q3 2021 | $413,000 | +8.1% | 9,496 | +7.4% | 0.04% | +13.2% |
| Q2 2021 | $382,000 | +16.8% | 8,843 | +3.3% | 0.04% | +11.8% |
| Q1 2021 | $327,000 | +35.1% | 8,557 | +42.5% | 0.03% | +25.9% |
| Q4 2020 | $242,000 | – | 6,005 | – | 0.03% | – |
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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% |