OGOREK ANTHONY JOSEPH /NY/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16
+6.7%
4160.0%0.01%0.0%
Q2 2023$150.0%4160.0%0.01%0.0%
Q1 2023$15
-6.2%
416
-14.8%
0.01%
-14.3%
Q4 2022$16
-99.9%
488
+17.3%
0.01%0.0%
Q3 2022$14,0000.0%4160.0%0.01%
+16.7%
Q2 2022$14,000
-73.6%
416
-67.0%
0.01%
-72.7%
Q1 2022$53,000
-99.2%
1,261
-99.2%
0.02%
-99.3%
Q4 2021$7,058,000
-3.8%
158,228
-6.3%
3.02%
-10.0%
Q3 2021$7,340,000
-0.8%
168,943
-1.5%
3.35%
+1.1%
Q2 2021$7,402,000
+13.9%
171,549
+0.8%
3.31%
+3.5%
Q1 2021$6,498,000170,1133.20%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
CROSSPOINT FINANCIAL, LLC 37,790$1,455,28815.38%
RETIREMENT CAPITAL STRATEGIES 78,687$3,030,2361.42%
ABSOLUTE CAPITAL MANAGEMENT, LLC 22,600$870,3260.84%
Sierra Capital LLC 117,113$4,5100.72%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 29,050$1,118,7200.72%
LVM CAPITAL MANAGEMENT LTD/MI 127,906$4,9260.69%
WealthOne, LLC 41,107$1,583,0460.64%
ALTERNA WEALTH MANAGEMENT, INC 12,317$474,3280.61%
CORA CAPITAL ADVISORS LLC 20,980$807,9400.54%
Wharton Business Group, LLC 200,110$7,7060.43%
View complete list of ISHARES TR shareholders