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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $15,938 | +99512.5% | 250 | 0.0% | 0.00% | – |
| Q4 2022 | $16 | -100.0% | 250 | -87.8% | 0.00% | -100.0% |
| Q3 2022 | $131,000 | 0.0% | 2,050 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $131,000 | -50.0% | 2,050 | -50.0% | 0.00% | +33.3% |
| Q1 2022 | $262,000 | +2811.1% | 4,100 | +3316.7% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | -30.8% | 120 | -38.5% | 0.00% | -100.0% |
| Q4 2020 | $13,000 | +18.2% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -28.6% | 195 | -29.1% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -58.8% | 275 | -42.1% | 0.00% | -66.7% |
| Q4 2019 | $34,000 | 0.0% | 475 | 0.0% | 0.00% | +50.0% |
| Q3 2019 | $34,000 | +25.9% | 475 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $27,000 | +170.0% | 475 | +206.5% | 0.00% | – |
| Q3 2018 | $10,000 | 0.0% | 155 | 0.0% | 0.00% | – |
| Q2 2018 | $10,000 | -95.3% | 155 | -95.2% | 0.00% | -100.0% |
| Q1 2018 | $215,000 | 0.0% | 3,230 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $215,000 | -10.0% | 3,230 | -13.8% | 0.01% | +11.1% |
| Q3 2017 | $239,000 | +4.4% | 3,748 | +2.4% | 0.01% | -10.0% |
| Q2 2017 | $229,000 | -39.1% | 3,661 | -41.0% | 0.01% | -37.5% |
| Q1 2017 | $376,000 | -7.4% | 6,203 | -9.3% | 0.02% | -20.0% |
| Q4 2016 | $406,000 | +4975.0% | 6,841 | +4313.5% | 0.02% | – |
| Q3 2016 | $8,000 | -42.9% | 155 | -42.6% | 0.00% | -100.0% |
| Q2 2016 | $14,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $14,000 | – | 270 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 236,795 | $21,643,076 | 4.81% |
| Legend Financial Advisors, Inc. | 55,373 | $5,061,174 | 4.42% |
| MinichMacGregor Wealth Management, LLC | 128,874 | $11,779,083 | 4.25% |
| Chicago Wealth Management, Inc. | 32,441 | $2,965,123 | 2.56% |
| Fulcrum Equity Management | 28,942 | $2,645,299 | 2.17% |
| SPC Financial, Inc. | 195,292 | $17,849,689 | 2.11% |
| Capital CS Group, LLC | 18,944 | $1,731,452 | 1.91% |
| WT Wealth Management | 41,828 | $3,823,080 | 1.86% |
| Cadent Capital Advisors, LLC | 34,873 | $3,187,427 | 1.57% |
| MARTIN & CO INC /TN/ | 43,783 | $4,001,721 | 1.06% |