ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,495 | +19.1% | 8,608 | +17.0% | 0.00% | – |
| Q2 2023 | $278,280 | +4.1% | 7,358 | +0.0% | 0.00% | – |
| Q1 2023 | $267,354 | +10.1% | 7,355 | 0.0% | 0.00% | – |
| Q4 2022 | $242,862 | -2.9% | 7,355 | +0.1% | 0.00% | – |
| Q3 2022 | $250,000 | +861.5% | 7,350 | +900.0% | 0.00% | – |
| Q2 2022 | $26,000 | -16.1% | 735 | +0.1% | 0.00% | – |
| Q1 2022 | $31,000 | -6.1% | 734 | 0.0% | 0.00% | – |
| Q4 2021 | $33,000 | +3.1% | 734 | +0.5% | 0.00% | – |
| Q3 2021 | $32,000 | +3.2% | 730 | 0.0% | 0.00% | – |
| Q2 2021 | $31,000 | +10.7% | 730 | 0.0% | 0.00% | – |
| Q1 2021 | $28,000 | – | 730 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CROSSPOINT FINANCIAL, LLC | 37,790 | $1,455,288 | 15.38% |
| RETIREMENT CAPITAL STRATEGIES | 78,687 | $3,030,236 | 1.42% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 22,600 | $870,326 | 0.84% |
| Sierra Capital LLC | 117,113 | $4,510 | 0.72% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 29,050 | $1,118,720 | 0.72% |
| LVM CAPITAL MANAGEMENT LTD/MI | 127,906 | $4,926 | 0.69% |
| WealthOne, LLC | 41,107 | $1,583,046 | 0.64% |
| ALTERNA WEALTH MANAGEMENT, INC | 12,317 | $474,328 | 0.61% |
| CORA CAPITAL ADVISORS LLC | 20,980 | $807,940 | 0.54% |
| Wharton Business Group, LLC | 200,110 | $7,706 | 0.43% |