ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 48 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $884,056 | +12.4% | 9,646 | +7.8% | 0.66% | +15.4% |
| Q2 2023 | $786,528 | +18.9% | 8,949 | +15.8% | 0.57% | +12.2% |
| Q1 2023 | $661,500 | +83.8% | 7,726 | +38.4% | 0.51% | +53.0% |
| Q1 2018 | $360,000 | -3.2% | 5,584 | 0.0% | 0.33% | +1.8% |
| Q4 2017 | $372,000 | +4.5% | 5,584 | 0.0% | 0.33% | -0.3% |
| Q3 2017 | $356,000 | +1.7% | 5,584 | 0.0% | 0.33% | 0.0% |
| Q2 2017 | $350,000 | +26.8% | 5,584 | +22.9% | 0.33% | +27.7% |
| Q1 2017 | $276,000 | +2.2% | 4,545 | 0.0% | 0.26% | +0.8% |
| Q4 2016 | $270,000 | – | 4,545 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 55,343 | $4,738,480 | 3.98% |
| MinichMacGregor Wealth Management, LLC | 120,696 | $10,333,992 | 3.42% |
| Chicago Wealth Management, Inc. | 32,387 | $2,772,993 | 2.20% |
| Fulcrum Equity Management | 53,394 | $4,571,634 | 2.15% |
| SPC Financial, Inc. | 197,756 | $16,931,869 | 1.93% |
| Stonebridge Financial Planning Group, LLC | 32,741 | $2,803,317 | 1.81% |
| Capital CS Group, LLC | 17,614 | $1,508,137 | 1.43% |
| Cadent Capital Advisors, LLC | 34,075 | $2,917,543 | 1.34% |
| WT Wealth Management | 31,634 | $2,708,516 | 1.17% |
| MARTIN & CO INC /TN/ | 42,983 | $3,680,162 | 0.95% |