ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 70 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,340,848 | -10.6% | 13,948 | -7.1% | 0.01% | 0.0% |
| Q1 2022 | $1,500,000 | -49.1% | 15,019 | -43.9% | 0.01% | -52.4% |
| Q4 2021 | $2,948,000 | +19.6% | 26,751 | +13.4% | 0.02% | +5.0% |
| Q3 2021 | $2,464,000 | +21.2% | 23,597 | +18.5% | 0.02% | +11.1% |
| Q2 2021 | $2,033,000 | +74.5% | 19,916 | +57.5% | 0.02% | +50.0% |
| Q1 2021 | $1,165,000 | – | 12,642 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 55,271 | $6,247,000 | 5.52% |
| Braun-Bostich & Associates Inc. | 211,591 | $22,312,000 | 5.32% |
| AFFINITY WEALTH MANAGEMENT LLC | 211,591 | $22,312,000 | 4.60% |
| Portfolio Strategies, Inc. | 146,416 | $16,135,000 | 3.01% |
| SPC Financial, Inc. | 214,460 | $23,633,000 | 2.64% |
| Cadent Capital Advisors, LLC | 43,633 | $4,808,000 | 2.12% |
| MinichMacGregor Wealth Management, LLC | 56,456 | $6,221,000 | 1.89% |
| L2 Asset Management, LLC | 23,481 | $2,588,000 | 1.81% |
| SOUTHERN CAPITAL ADVISORS, LLC | 26,048 | $2,870,000 | 1.77% |
| Empowered Funds, LLC | 132,375 | $14,588,000 | 1.64% |