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 | $100,501 | -60.0% | 4,939 | -54.0% | 0.00% | – |
| Q2 2023 | $251,005 | +4.8% | 10,748 | +4.4% | 0.00% | – |
| Q1 2023 | $239,471 | +35.5% | 10,291 | +46.6% | 0.00% | – |
| Q4 2022 | $176,668 | +5.2% | 7,019 | +10.6% | 0.00% | – |
| Q3 2022 | $168,000 | -14.3% | 6,349 | -6.6% | 0.00% | – |
| Q2 2022 | $196,000 | -34.7% | 6,796 | -21.8% | 0.00% | – |
| Q1 2022 | $300,000 | -69.9% | 8,696 | -61.7% | 0.00% | – |
| Q4 2021 | $996,000 | – | 22,725 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CORA CAPITAL ADVISORS LLC | 36,793 | $748,738 | 0.50% |
| Wharton Business Group, LLC | 283,364 | $5,766 | 0.32% |
| Lodestone Wealth Management LLC | 10,072 | $255,840 | 0.18% |
| Laidlaw Wealth Management LLC | 23,987 | $488,135 | 0.16% |
| Wolf Group Capital Advisors | 14,829 | $301,770 | 0.14% |
| TCG Advisory Services, LLC | 21,429 | $436,087 | 0.07% |
| Consolidated Portfolio Review Corp | 10,790 | $219,570 | 0.05% |
| Visionary Wealth Advisors | 26,173 | $532,618 | 0.04% |
| Pallas Capital Advisors LLC | 30,248 | $536,297 | 0.03% |
| RiverFront Investment Group, LLC | 41,046 | $835 | 0.03% |