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 | $627,066 | -6.6% | 6,842 | -10.5% | 0.45% | -1.5% |
| Q2 2023 | $671,567 | +5.0% | 7,641 | +2.2% | 0.46% | +0.9% |
| Q1 2023 | $639,809 | +0.5% | 7,473 | +7.2% | 0.45% | -4.4% |
| Q4 2022 | $636,920 | +17.3% | 6,968 | +1.4% | 0.48% | +15.0% |
| Q3 2022 | $543,000 | -3.7% | 6,870 | +1.1% | 0.41% | +4.8% |
| Q2 2022 | $564,000 | – | 6,792 | – | 0.39% | – |
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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% |