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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,665,739 | +181.1% | 214,573 | +169.3% | 0.03% | +123.1% |
| Q2 2023 | $6,995,841 | -14.9% | 79,689 | -16.8% | 0.01% | -13.3% |
| Q1 2023 | $8,221,297 | -5.2% | 95,765 | +1.0% | 0.02% | -16.7% |
| Q4 2022 | $8,668,243 | +45.5% | 94,833 | +25.9% | 0.02% | +28.6% |
| Q3 2022 | $5,959,000 | +3.1% | 75,341 | +8.3% | 0.01% | +7.7% |
| Q2 2022 | $5,782,000 | +339.4% | 69,538 | +381.7% | 0.01% | +333.3% |
| Q1 2022 | $1,316,000 | +558.0% | 14,437 | +504.1% | 0.00% | – |
| Q4 2021 | $200,000 | -23.4% | 2,390 | -28.3% | 0.00% | -100.0% |
| Q3 2021 | $261,000 | +49.1% | 3,332 | +47.7% | 0.00% | – |
| Q2 2021 | $175,000 | +4.8% | 2,256 | +0.1% | 0.00% | – |
| Q1 2021 | $167,000 | -13.0% | 2,254 | -20.2% | 0.00% | -100.0% |
| Q4 2020 | $192,000 | -27.5% | 2,824 | -40.9% | 0.00% | 0.0% |
| Q3 2020 | $265,000 | -34.6% | 4,776 | -34.9% | 0.00% | 0.0% |
| Q2 2020 | $405,000 | -32.3% | 7,337 | -58.0% | 0.00% | -50.0% |
| Q1 2020 | $598,000 | – | 17,455 | – | 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% |