ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 34 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,751,885 | +0.1% | 117,474 | -1.2% | 1.00% | +1.8% |
| Q1 2024 | $3,747,114 | +7.3% | 118,956 | -0.2% | 0.98% | +2.8% |
| Q4 2023 | $3,493,110 | +17.4% | 119,209 | +11.7% | 0.95% | +14.0% |
| Q3 2023 | $2,975,011 | -29.9% | 106,764 | -31.1% | 0.84% | -39.2% |
| Q2 2020 | $4,245,000 | -45.8% | 154,891 | -54.8% | 1.37% | -62.4% |
| Q1 2020 | $7,832,000 | +102.2% | 342,552 | +171.9% | 3.65% | +157.3% |
| Q4 2019 | $3,874,000 | – | 126,004 | – | 1.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC | 239,528 | $7,650,045 | 3.50% |
| Comprehensive Wealth Management, LLC | 56,455 | $1,803,060 | 1.32% |
| Systelligence, LLC | 117,474 | $3,751,885 | 1.00% |
| Solano Wealth Management, Inc. | 40,167 | $1,282,854 | 0.70% |
| Sachetta, LLC | 45,700 | $1,464,945 | 0.64% |
| Trademark Financial Management, LLC | 21,272 | $679,383 | 0.55% |
| WESCAP Management Group, Inc. | 31,200 | $996,476 | 0.28% |
| Certified Advisory Corp | 39,259 | $1,253,857 | 0.16% |
| ROVIN CAPITAL /UT/ /ADV | 11,632 | $372 | 0.16% |
| Glass Jacobson Investment Advisors llc | 5,567 | $177,810 | 0.06% |