ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,087 | -15.6% | 21,429 | -3.2% | 0.07% | -23.3% |
| Q2 2023 | $516,810 | +6.9% | 22,130 | +6.5% | 0.09% | -14.0% |
| Q1 2023 | $483,539 | -16.8% | 20,780 | -10.0% | 0.10% | -21.3% |
| Q4 2022 | $581,111 | -10.3% | 23,087 | -5.9% | 0.13% | -34.9% |
| Q3 2022 | $648,000 | -11.5% | 24,545 | -3.2% | 0.20% | -14.5% |
| Q2 2022 | $732,000 | -25.1% | 25,344 | -10.6% | 0.23% | -0.9% |
| Q1 2022 | $977,000 | -36.8% | 28,356 | -19.7% | 0.23% | -35.9% |
| Q4 2021 | $1,547,000 | -14.3% | 35,319 | -0.8% | 0.36% | -16.5% |
| Q3 2021 | $1,806,000 | +17.6% | 35,621 | +20.7% | 0.43% | +4.9% |
| Q2 2021 | $1,536,000 | +28.3% | 29,516 | +12.7% | 0.41% | +16.1% |
| Q1 2021 | $1,197,000 | +139.4% | 26,179 | +103.9% | 0.35% | +54.8% |
| Q4 2020 | $500,000 | – | 12,838 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 172,534 | $8,977,000 | 3.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 40,772 | $2,121,000 | 1.14% |
| Sharkey, Howes & Javer | 64,027 | $3,331,000 | 0.88% |
| Wharton Business Group, LLC | 162,890 | $8,475,000 | 0.66% |
| Congress Park Capital LLC | 21,780 | $1,133,000 | 0.57% |
| Wolf Group Capital Advisors | 16,789 | $874,000 | 0.47% |
| TCG Advisory Services, LLC | 29,516 | $1,536,000 | 0.41% |
| Wealthcare Advisory Partners LLC | 109,762 | $5,711,000 | 0.38% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 22,450 | $1,168,000 | 0.19% |
| Mayflower Financial Advisors, LLC | 16,201 | $843,000 | 0.12% |