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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $878,900 | -48.7% | 10,000 | -50.0% | 0.01% | -50.0% |
| Q1 2023 | $1,712,400 | -6.3% | 20,000 | 0.0% | 0.01% | -44.4% |
| Q4 2022 | $1,828,000 | +15.5% | 20,000 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $1,582,000 | +9.0% | 20,000 | +14.3% | 0.02% | +12.5% |
| Q2 2022 | $1,452,000 | +27.4% | 17,500 | +40.0% | 0.02% | +60.0% |
| Q1 2022 | $1,140,000 | – | 12,500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 105,897 | $9,660,000 | 3.15% |
| Empowered Funds, LLC | 140,591 | $12,825,000 | 1.40% |
| MARTIN & CO INC /TN/ | 39,976 | $3,647,000 | 0.93% |
| Capital Advisory Group Advisory Services, LLC | 9,092 | $829,000 | 0.38% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,766 | $526,000 | 0.36% |
| Retirement Planning Co of New England, Inc. | 5,158 | $470,000 | 0.27% |
| Hills Bank & Trust Co | 18,328 | $1,672,000 | 0.24% |
| Smith Anglin Financial, LLC | 9,946 | $907,000 | 0.21% |
| SP Asset Management | 20,223 | $1,845,000 | 0.20% |
| Wealth Management Solutions, LLC | 2,786 | $254,000 | 0.13% |