ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 49 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,708,801 | +5.9% | 90,594 | -5.9% | 0.08% | -25.9% |
| Q3 2022 | $8,221,000 | -29.0% | 96,273 | -13.2% | 0.11% | -31.6% |
| Q3 2021 | $11,574,000 | +34.7% | 110,859 | +31.7% | 0.16% | +30.6% |
| Q2 2021 | $8,592,000 | +58.3% | 84,179 | +43.0% | 0.12% | +45.8% |
| Q1 2021 | $5,426,000 | +169.4% | 58,875 | +132.5% | 0.08% | +151.5% |
| Q4 2020 | $2,014,000 | -66.1% | 25,323 | -72.1% | 0.03% | -82.3% |
| Q1 2018 | $5,946,000 | +69.7% | 90,881 | +62.8% | 0.19% | +73.8% |
| Q4 2017 | $3,504,000 | +45.2% | 55,822 | +18.6% | 0.11% | 0.0% |
| Q1 2017 | $2,413,000 | -9.5% | 47,072 | -12.7% | 0.11% | -23.0% |
| Q4 2016 | $2,667,000 | +2.7% | 53,895 | -13.6% | 0.14% | -6.7% |
| Q3 2016 | $2,596,000 | -60.1% | 62,412 | -58.0% | 0.15% | -75.0% |
| Q2 2015 | $6,508,000 | +57.8% | 148,438 | +54.2% | 0.60% | +58.7% |
| Q1 2015 | $4,124,000 | -58.9% | 96,264 | -63.0% | 0.38% | -56.6% |
| Q1 2014 | $10,046,000 | -17.1% | 260,252 | -17.0% | 0.86% | -14.1% |
| Q4 2013 | $12,118,000 | +93.1% | 313,606 | +63.1% | 1.01% | +103.0% |
| Q3 2013 | $6,277,000 | +2451.6% | 192,253 | +2308.9% | 0.50% | +2056.5% |
| Q2 2013 | $246,000 | – | 7,981 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 55,271 | $6,247,000 | 5.52% |
| Braun-Bostich & Associates Inc. | 211,591 | $22,312,000 | 5.32% |
| AFFINITY WEALTH MANAGEMENT LLC | 211,591 | $22,312,000 | 4.60% |
| Portfolio Strategies, Inc. | 146,416 | $16,135,000 | 3.01% |
| SPC Financial, Inc. | 214,460 | $23,633,000 | 2.64% |
| Cadent Capital Advisors, LLC | 43,633 | $4,808,000 | 2.12% |
| MinichMacGregor Wealth Management, LLC | 56,456 | $6,221,000 | 1.89% |
| L2 Asset Management, LLC | 23,481 | $2,588,000 | 1.81% |
| SOUTHERN CAPITAL ADVISORS, LLC | 26,048 | $2,870,000 | 1.77% |
| Empowered Funds, LLC | 132,375 | $14,588,000 | 1.64% |