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 | $71,244 | +1.8% | 1,850 | 0.0% | 0.04% | +4.9% |
| Q2 2023 | $69,967 | -10.5% | 1,850 | -14.0% | 0.04% | -18.0% |
| Q1 2023 | $78,161 | +10.1% | 2,150 | 0.0% | 0.05% | -5.7% |
| Q4 2022 | $71,000 | -2.7% | 2,150 | 0.0% | 0.05% | -1.9% |
| Q3 2022 | $73,000 | -2.7% | 2,150 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $75,000 | -18.5% | 2,150 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $92,000 | -4.2% | 2,150 | 0.0% | 0.05% | +1.9% |
| Q4 2021 | $96,000 | +3.2% | 2,150 | 0.0% | 0.05% | -5.4% |
| Q3 2021 | $93,000 | +27.4% | 2,150 | +26.5% | 0.06% | +27.3% |
| Q2 2021 | $73,000 | +12.3% | 1,700 | 0.0% | 0.04% | +2.3% |
| Q1 2021 | $65,000 | -5.8% | 1,700 | 0.0% | 0.04% | -14.0% |
| Q4 2020 | $69,000 | +23.2% | 1,700 | 0.0% | 0.05% | +8.7% |
| Q3 2020 | $56,000 | – | 1,700 | – | 0.05% | – |
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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% |