ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 135 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,727,156 | +1.8% | 70,816 | -0.0% | 0.06% | +3.8% |
| Q2 2023 | $2,679,068 | +31.1% | 70,837 | +26.0% | 0.05% | +23.3% |
| Q1 2023 | $2,044,260 | +37.1% | 56,238 | +24.5% | 0.04% | +26.5% |
| Q4 2022 | $1,491,417 | +0.3% | 45,167 | +3.2% | 0.03% | -8.1% |
| Q3 2022 | $1,487,000 | +1.4% | 43,783 | +4.5% | 0.04% | +8.8% |
| Q2 2022 | $1,467,000 | -13.3% | 41,882 | +5.6% | 0.03% | -2.9% |
| Q1 2022 | $1,692,000 | -21.7% | 39,648 | -18.2% | 0.04% | -20.5% |
| Q4 2021 | $2,161,000 | +8.3% | 48,449 | +5.5% | 0.04% | 0.0% |
| Q3 2021 | $1,995,000 | +7.0% | 45,916 | +6.3% | 0.04% | +10.0% |
| Q2 2021 | $1,864,000 | +35.3% | 43,204 | +19.8% | 0.04% | +17.6% |
| Q1 2021 | $1,378,000 | +13.0% | 36,061 | +19.3% | 0.03% | +6.2% |
| Q4 2020 | $1,220,000 | +71.8% | 30,236 | +39.6% | 0.03% | +52.4% |
| Q3 2020 | $710,000 | +77.5% | 21,662 | +68.8% | 0.02% | +61.5% |
| Q2 2020 | $400,000 | – | 12,834 | – | 0.01% | – |
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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% |