ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 100 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $647,879 | -18.9% | 27,742 | -19.2% | 0.08% | -20.0% |
| Q1 2023 | $799,004 | +45.9% | 34,336 | +57.9% | 0.10% | +38.2% |
| Q4 2022 | $547,499 | -11.1% | 21,752 | -6.9% | 0.08% | -23.2% |
| Q3 2022 | $616,000 | -26.4% | 23,353 | -19.4% | 0.10% | -22.7% |
| Q2 2022 | $837,000 | -16.3% | 28,976 | -0.2% | 0.13% | -5.2% |
| Q1 2022 | $1,000,000 | +4.3% | 29,021 | +32.6% | 0.14% | +6.3% |
| Q4 2021 | $959,000 | +3.8% | 21,889 | +16.6% | 0.13% | +1.6% |
| Q3 2021 | $924,000 | +9.6% | 18,767 | +15.8% | 0.12% | +7.8% |
| Q2 2021 | $843,000 | +18.2% | 16,201 | +3.8% | 0.12% | +9.4% |
| Q1 2021 | $713,000 | – | 15,606 | – | 0.11% | – |
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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% |