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 | $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 ↓ |
|---|---|---|---|
| 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% |