ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 66 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,852,661 | -55.7% | 140,180 | -49.1% | 0.00% | -100.0% |
Q2 2023 | $6,435,796 | +14.9% | 275,578 | +14.5% | 0.00% | 0.0% |
Q1 2023 | $5,601,401 | +18.5% | 240,713 | +28.1% | 0.00% | 0.0% |
Q4 2022 | $4,728,806 | +43.2% | 187,875 | +50.2% | 0.00% | – |
Q3 2022 | $3,302,000 | -23.8% | 125,116 | -16.5% | 0.00% | – |
Q2 2022 | $4,331,000 | -64.4% | 149,841 | -57.6% | 0.00% | -100.0% |
Q1 2022 | $12,161,000 | +25.3% | 352,990 | +59.3% | 0.00% | 0.0% |
Q4 2021 | $9,708,000 | -39.7% | 221,581 | -30.2% | 0.00% | -50.0% |
Q3 2021 | $16,101,000 | +144.3% | 317,515 | +150.7% | 0.00% | +100.0% |
Q2 2021 | $6,590,000 | +7.5% | 126,660 | -5.6% | 0.00% | 0.0% |
Q1 2021 | $6,133,000 | +71.1% | 134,184 | +72.0% | 0.00% | – |
Q4 2020 | $3,584,000 | +238.4% | 78,032 | +187.0% | 0.00% | – |
Q3 2020 | $1,059,000 | +424.3% | 27,190 | +410.0% | 0.00% | – |
Q2 2020 | $202,000 | +648.1% | 5,331 | +433.1% | 0.00% | – |
Q1 2020 | $27,000 | – | 1,000 | – | 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% |