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 | $3,734,210 | +14.7% | 96,967 | +12.7% | 0.00% | – |
| Q2 2023 | $3,254,443 | -10.4% | 86,050 | -13.9% | 0.00% | – |
| Q1 2023 | $3,631,546 | -75.8% | 99,905 | -78.0% | 0.00% | -100.0% |
| Q4 2022 | $15,011,486 | +150.4% | 454,618 | +157.5% | 0.00% | +100.0% |
| Q3 2022 | $5,995,000 | +48.4% | 176,548 | +53.0% | 0.00% | 0.0% |
| Q2 2022 | $4,041,000 | -32.0% | 115,371 | -17.1% | 0.00% | 0.0% |
| Q1 2022 | $5,941,000 | -11.4% | 139,171 | -7.4% | 0.00% | 0.0% |
| Q4 2021 | $6,705,000 | +27.0% | 150,295 | +23.7% | 0.00% | 0.0% |
| Q3 2021 | $5,278,000 | +27.0% | 121,471 | +26.2% | 0.00% | 0.0% |
| Q2 2021 | $4,155,000 | +277.0% | 96,288 | +233.7% | 0.00% | – |
| Q1 2021 | $1,102,000 | +10920.0% | 28,856 | +11442.4% | 0.00% | – |
| Q4 2020 | $10,000 | – | 250 | – | 0.00% | – |
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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% |