Chicago Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 81 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Chicago Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,814,279
+2.9%
30,707
-1.3%
2.22%
+6.4%
Q2 2023$2,734,505
-1.4%
31,113
-3.9%
2.08%
-5.4%
Q1 2023$2,772,993
-6.5%
32,387
-0.2%
2.20%
-13.8%
Q4 2022$2,965,12332,4412.56%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 236,795$21,643,0764.81%
Legend Financial Advisors, Inc. 55,373$5,061,1744.42%
MinichMacGregor Wealth Management, LLC 128,874$11,779,0834.25%
Chicago Wealth Management, Inc. 32,441$2,965,1232.56%
Fulcrum Equity Management 28,942$2,645,2992.17%
SPC Financial, Inc. 195,292$17,849,6892.11%
Capital CS Group, LLC 18,944$1,731,4521.91%
WT Wealth Management 41,828$3,823,0801.86%
Cadent Capital Advisors, LLC 34,873$3,187,4271.57%
MARTIN & CO INC /TN/ 43,783$4,001,7211.06%
View complete list of ISHARES TR shareholders