ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 74 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,977,464 | -31.2% | 146,312 | -21.0% | 0.00% | – |
| Q2 2023 | $4,327,045 | +22.6% | 185,283 | +22.1% | 0.00% | – |
| Q1 2023 | $3,530,012 | -36.7% | 151,698 | -31.6% | 0.00% | -100.0% |
| Q4 2022 | $5,579,560 | -3.4% | 221,675 | +1.3% | 0.00% | 0.0% |
| Q3 2022 | $5,774,000 | +23.6% | 218,796 | +35.3% | 0.00% | 0.0% |
| Q2 2022 | $4,672,000 | -28.7% | 161,670 | -15.0% | 0.00% | 0.0% |
| Q1 2022 | $6,553,000 | -19.3% | 190,210 | +2.7% | 0.00% | 0.0% |
| Q4 2021 | $8,116,000 | +120.6% | 185,244 | +155.3% | 0.00% | – |
| Q3 2021 | $3,679,000 | +145.3% | 72,555 | +151.6% | 0.00% | – |
| Q2 2021 | $1,500,000 | +263.2% | 28,837 | +219.2% | 0.00% | – |
| Q1 2021 | $413,000 | +8160.0% | 9,035 | +8423.6% | 0.00% | – |
| Q4 2020 | $5,000 | – | 106 | – | 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% |