ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 135 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,494 | -11.5% | 13,360 | -13.0% | 0.08% | +39.3% |
| Q2 2023 | $581,104 | -4.3% | 15,365 | -8.1% | 0.06% | -10.3% |
| Q1 2023 | $607,445 | +6.4% | 16,711 | -3.3% | 0.07% | -2.9% |
| Q4 2022 | $570,784 | -18.8% | 17,286 | -16.5% | 0.07% | -27.1% |
| Q3 2022 | $703,000 | -3.2% | 20,711 | 0.0% | 0.10% | +1.1% |
| Q2 2022 | $726,000 | -33.1% | 20,711 | -18.5% | 0.10% | -20.8% |
| Q1 2022 | $1,085,000 | -4.3% | 25,411 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $1,134,000 | +1.4% | 25,411 | -1.2% | 0.12% | -17.6% |
| Q3 2021 | $1,118,000 | +0.7% | 25,726 | 0.0% | 0.15% | -17.3% |
| Q2 2021 | $1,110,000 | +15.1% | 25,726 | +2.0% | 0.18% | -9.1% |
| Q1 2021 | $964,000 | +214.0% | 25,226 | +231.7% | 0.20% | +107.4% |
| Q4 2020 | $307,000 | – | 7,605 | – | 0.10% | – |
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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% |