ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 58 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,826 | +18.6% | 8,149 | +16.4% | 0.00% | – |
| Q2 2023 | $264,663 | -55.4% | 6,998 | -57.1% | 0.00% | -100.0% |
| Q1 2023 | $593,456 | -4.5% | 16,326 | -13.2% | 0.00% | 0.0% |
| Q4 2022 | $621,210 | +108.5% | 18,813 | +114.2% | 0.00% | 0.0% |
| Q3 2022 | $298,000 | -8.3% | 8,781 | -5.2% | 0.00% | 0.0% |
| Q2 2022 | $325,000 | -13.1% | 9,265 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $374,000 | +3.6% | 8,768 | +8.4% | 0.00% | 0.0% |
| Q4 2021 | $361,000 | +9.1% | 8,086 | +6.2% | 0.00% | 0.0% |
| Q3 2021 | $331,000 | +0.9% | 7,612 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $328,000 | -19.6% | 7,612 | -28.7% | 0.00% | 0.0% |
| Q1 2021 | $408,000 | +33.3% | 10,673 | +40.7% | 0.00% | 0.0% |
| Q4 2020 | $306,000 | +22.9% | 7,587 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | +5.5% | 7,579 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $236,000 | – | 7,579 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |