ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 63 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $249,137 | -11.8% | 10,668 | -12.2% | 0.03% | -18.8% |
| Q1 2023 | $282,614 | -14.7% | 12,145 | -7.7% | 0.03% | -22.0% |
| Q4 2022 | $331,237 | -21.7% | 13,160 | -17.9% | 0.04% | -29.3% |
| Q3 2022 | $423,000 | -11.1% | 16,020 | -2.7% | 0.06% | -6.5% |
| Q2 2022 | $476,000 | -16.0% | 16,470 | 0.0% | 0.06% | -1.6% |
| Q1 2022 | $567,000 | -41.6% | 16,470 | -25.7% | 0.06% | -39.4% |
| Q4 2021 | $971,000 | -14.7% | 22,170 | -1.2% | 0.10% | -30.7% |
| Q3 2021 | $1,138,000 | -2.6% | 22,450 | 0.0% | 0.15% | -20.2% |
| Q2 2021 | $1,168,000 | +16.1% | 22,450 | +2.0% | 0.19% | -8.7% |
| Q1 2021 | $1,006,000 | +253.0% | 22,000 | +255.0% | 0.21% | +134.1% |
| Q4 2020 | $285,000 | – | 6,198 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CORA CAPITAL ADVISORS LLC | 36,793 | $748,738 | 0.50% |
| Wharton Business Group, LLC | 283,364 | $5,766 | 0.32% |
| Lodestone Wealth Management LLC | 10,072 | $255,840 | 0.18% |
| Laidlaw Wealth Management LLC | 23,987 | $488,135 | 0.16% |
| Wolf Group Capital Advisors | 14,829 | $301,770 | 0.14% |
| TCG Advisory Services, LLC | 21,429 | $436,087 | 0.07% |
| Consolidated Portfolio Review Corp | 10,790 | $219,570 | 0.05% |
| Visionary Wealth Advisors | 26,173 | $532,618 | 0.04% |
| Pallas Capital Advisors LLC | 30,248 | $536,297 | 0.03% |
| RiverFront Investment Group, LLC | 41,046 | $835 | 0.03% |