ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,618 | +15.5% | 26,173 | +32.6% | 0.04% | +16.2% |
| Q2 2023 | $461,116 | +8.2% | 19,745 | +7.8% | 0.04% | +2.8% |
| Q1 2023 | $426,239 | +92965.3% | 18,317 | +0.8% | 0.04% | -14.3% |
| Q4 2022 | $458 | -99.9% | 18,180 | +10.4% | 0.04% | -6.7% |
| Q3 2022 | $434,000 | +4.1% | 16,463 | +14.1% | 0.04% | +21.6% |
| Q2 2022 | $417,000 | -36.7% | 14,432 | -24.5% | 0.04% | -30.2% |
| Q1 2022 | $659,000 | +3.1% | 19,127 | +31.2% | 0.05% | +1.9% |
| Q4 2021 | $639,000 | +3.4% | 14,581 | +19.7% | 0.05% | -18.8% |
| Q3 2021 | $618,000 | +7.5% | 12,178 | +10.1% | 0.06% | +10.3% |
| Q2 2021 | $575,000 | +17.8% | 11,057 | +3.5% | 0.06% | +13.7% |
| Q1 2021 | $488,000 | +48.3% | 10,680 | +49.0% | 0.05% | +37.8% |
| Q4 2020 | $329,000 | – | 7,166 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 92,174 | $4,234,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 45,501 | $2,090,000 | 1.28% |
| Outlook Wealth Advisors, LLC | 15,613 | $717,000 | 0.26% |
| TCG Advisory Services, LLC | 12,838 | $500,000 | 0.23% |
| Wealthcare Advisory Partners LLC | 55,097 | $2,531,000 | 0.22% |
| Archer Investment Corp | 7,000 | $321,580,000 | 0.15% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6,198 | $285,000 | 0.09% |
| Tolleson Wealth Management, Inc. | 5,334 | $245,000 | 0.08% |
| Wharton Business Group, LLC | 21,110 | $970,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 6,415 | $295,000 | 0.05% |