ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 94 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,337,388 | +4.0% | 90,970 | -0.2% | 0.22% | +4.7% |
| Q2 2023 | $8,013,974 | +0.6% | 91,182 | -2.0% | 0.21% | -3.2% |
| Q1 2023 | $7,965,234 | -12.0% | 93,030 | -6.1% | 0.22% | -20.2% |
| Q4 2022 | $9,052,869 | +15.2% | 99,047 | -0.3% | 0.28% | 0.0% |
| Q3 2022 | $7,857,000 | -4.2% | 99,342 | +0.5% | 0.28% | -1.1% |
| Q2 2022 | $8,201,000 | +12917.5% | 98,838 | +12027.4% | 0.28% | +13900.0% |
| Q2 2021 | $63,000 | +14.5% | 815 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $55,000 | -70.1% | 815 | -75.3% | 0.00% | -77.8% |
| Q3 2020 | $184,000 | -12.8% | 3,298 | -13.8% | 0.01% | -25.0% |
| Q2 2020 | $211,000 | +85.1% | 3,827 | +66.5% | 0.01% | +71.4% |
| Q1 2020 | $114,000 | +52.0% | 2,298 | +117.4% | 0.01% | +75.0% |
| Q4 2019 | $75,000 | +7400.0% | 1,057 | +6946.7% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -93.8% | 15 | -93.8% | 0.00% | -100.0% |
| Q3 2018 | $16,000 | 0.0% | 242 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | 0.0% | 242 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | – | 242 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 57,543 | $5,273,858 | 4.50% |
| MinichMacGregor Wealth Management, LLC | 107,510 | $9,853,292 | 3.26% |
| Chicago Wealth Management, Inc. | 30,707 | $2,814,279 | 2.22% |
| SPC Financial, Inc. | 194,680 | $17,842,422 | 2.00% |
| Cadent Capital Advisors, LLC | 43,127 | $3,952,583 | 1.64% |
| Stonebridge Financial Planning Group, LLC | 25,498 | $2,336,921 | 1.50% |
| MARTIN & CO INC /TN/ | 40,795 | $3,738,816 | 0.98% |
| Well Done, LLC | 45,186 | $4,141,289 | 0.92% |
| Robinson Value Management, Ltd. | 9,646 | $884,056 | 0.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 7,188 | $658,800 | 0.62% |