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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,060 | -9.7% | 52,097 | +3.7% | 0.00% | 0.0% |
| Q2 2023 | $1,174 | +5.5% | 50,257 | +5.1% | 0.00% | 0.0% |
| Q1 2023 | $1,113 | -43.9% | 47,840 | -39.3% | 0.00% | -60.0% |
| Q4 2022 | $1,983 | -99.9% | 78,797 | -22.9% | 0.01% | -28.6% |
| Q3 2022 | $2,696,000 | +103.9% | 102,167 | +123.3% | 0.01% | +133.3% |
| Q2 2022 | $1,322,000 | -10.6% | 45,757 | +6.5% | 0.00% | 0.0% |
| Q1 2022 | $1,479,000 | +52.9% | 42,952 | +94.5% | 0.00% | +50.0% |
| Q4 2021 | $967,000 | +1.8% | 22,084 | +17.8% | 0.00% | 0.0% |
| Q3 2021 | $950,000 | +3.3% | 18,744 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $920,000 | +40.9% | 17,683 | +23.7% | 0.00% | 0.0% |
| Q1 2021 | $653,000 | +38.3% | 14,293 | +38.9% | 0.00% | +100.0% |
| Q4 2020 | $472,000 | +46.6% | 10,291 | +24.3% | 0.00% | 0.0% |
| Q3 2020 | $322,000 | – | 8,282 | – | 0.00% | – |
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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% |