ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 58 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345 | -81.8% | 8,947 | -82.1% | 0.00% | -75.0% |
| Q2 2023 | $1,893 | +5.8% | 50,052 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $1,789 | +11.0% | 49,206 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $1,611 | -99.9% | 48,785 | +0.7% | 0.00% | -20.0% |
| Q3 2022 | $1,646,000 | -1.1% | 48,465 | +2.0% | 0.01% | +25.0% |
| Q2 2022 | $1,664,000 | -20.0% | 47,492 | -2.5% | 0.00% | 0.0% |
| Q1 2022 | $2,080,000 | -70.4% | 48,716 | -70.1% | 0.00% | -71.4% |
| Q4 2021 | $7,029,000 | +177.0% | 162,891 | +178.9% | 0.01% | +180.0% |
| Q3 2021 | $2,538,000 | -63.9% | 58,411 | -64.1% | 0.01% | -64.3% |
| Q2 2021 | $7,029,000 | -17.2% | 162,891 | -26.7% | 0.01% | -26.3% |
| Q1 2021 | $8,493,000 | -32.6% | 222,349 | -28.8% | 0.02% | -34.5% |
| Q4 2020 | $12,604,000 | +29.6% | 312,366 | +5.4% | 0.03% | +11.5% |
| Q3 2020 | $9,729,000 | – | 296,501 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |