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 | $2,035 | -87.6% | 100 | -85.8% | 0.00% | – |
| Q2 2023 | $16,394 | +0.4% | 702 | 0.0% | 0.00% | – |
| Q1 2023 | $16,336 | -24.3% | 702 | -18.1% | 0.00% | – |
| Q4 2022 | $21,571 | -6.2% | 857 | 0.0% | 0.00% | – |
| Q3 2022 | $23,000 | -8.0% | 857 | 0.0% | 0.00% | – |
| Q2 2022 | $25,000 | -56.1% | 857 | -48.3% | 0.00% | – |
| Q1 2022 | $57,000 | +5.6% | 1,657 | +34.7% | 0.00% | – |
| Q4 2021 | $54,000 | -12.9% | 1,230 | 0.0% | 0.00% | – |
| Q3 2021 | $62,000 | +77.1% | 1,230 | +80.9% | 0.00% | – |
| Q2 2021 | $35,000 | +59.1% | 680 | +38.8% | 0.00% | – |
| Q1 2021 | $22,000 | – | 490 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 172,534 | $8,977,000 | 3.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 40,772 | $2,121,000 | 1.14% |
| Sharkey, Howes & Javer | 64,027 | $3,331,000 | 0.88% |
| Wharton Business Group, LLC | 162,890 | $8,475,000 | 0.66% |
| Congress Park Capital LLC | 21,780 | $1,133,000 | 0.57% |
| Wolf Group Capital Advisors | 16,789 | $874,000 | 0.47% |
| TCG Advisory Services, LLC | 29,516 | $1,536,000 | 0.41% |
| Wealthcare Advisory Partners LLC | 109,762 | $5,711,000 | 0.38% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 22,450 | $1,168,000 | 0.19% |
| Mayflower Financial Advisors, LLC | 16,201 | $843,000 | 0.12% |