ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 95 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,476 | -0.8% | 3,955 | -4.9% | 0.01% | 0.0% |
| Q2 2023 | $365,446 | +0.8% | 4,158 | -1.8% | 0.01% | 0.0% |
| Q1 2023 | $362,600 | -6.3% | 4,235 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $387,078 | +13.5% | 4,235 | -1.7% | 0.01% | 0.0% |
| Q3 2022 | $341,000 | -12.3% | 4,310 | -8.3% | 0.01% | 0.0% |
| Q2 2022 | $389,000 | -7.8% | 4,699 | +1.4% | 0.01% | -39.1% |
| Q1 2022 | $422,000 | +7.1% | 4,632 | -1.9% | 0.02% | +91.7% |
| Q4 2021 | $394,000 | -6.0% | 4,722 | -11.9% | 0.01% | -14.3% |
| Q3 2021 | $419,000 | +1.0% | 5,362 | 0.0% | 0.01% | -36.4% |
| Q2 2021 | $415,000 | +4.0% | 5,362 | -0.4% | 0.02% | -4.3% |
| Q1 2021 | $399,000 | +35.3% | 5,386 | +23.4% | 0.02% | +15.0% |
| Q4 2020 | $295,000 | +23.4% | 4,366 | +1.7% | 0.02% | +11.1% |
| Q3 2020 | $239,000 | -0.8% | 4,295 | -1.8% | 0.02% | -5.3% |
| Q2 2020 | $241,000 | +11.1% | 4,375 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $217,000 | -30.7% | 4,375 | -0.5% | 0.02% | -13.0% |
| Q4 2019 | $313,000 | -1.3% | 4,395 | 0.0% | 0.02% | -8.0% |
| Q3 2019 | $317,000 | -6.8% | 4,395 | -8.5% | 0.02% | -3.8% |
| Q2 2019 | $340,000 | +11.1% | 4,805 | 0.0% | 0.03% | +8.3% |
| Q1 2019 | $306,000 | +10.5% | 4,805 | 0.0% | 0.02% | -4.0% |
| Q4 2018 | $277,000 | -13.2% | 4,805 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $319,000 | +8.1% | 4,805 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $295,000 | -4.8% | 4,805 | 0.0% | 0.02% | -16.7% |
| Q1 2018 | $310,000 | -3.1% | 4,805 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $320,000 | +7.7% | 4,805 | +3.2% | 0.03% | -3.2% |
| Q3 2017 | $297,000 | +8.8% | 4,655 | +6.9% | 0.03% | +3.3% |
| Q2 2017 | $273,000 | +3.4% | 4,355 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $264,000 | – | 4,355 | – | 0.03% | – |
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% |