ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 36 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,682 | +4.3% | 6,074 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $533,844 | +0.9% | 6,074 | -1.7% | 0.01% | 0.0% |
| Q1 2023 | $528,960 | -5.8% | 6,178 | +0.6% | 0.01% | -20.0% |
| Q4 2022 | $561,287 | +15.7% | 6,141 | +0.1% | 0.01% | +11.1% |
| Q3 2022 | $485,000 | +70.2% | 6,134 | +78.7% | 0.01% | +80.0% |
| Q2 2022 | $285,000 | +72.7% | 3,433 | +89.7% | 0.01% | +66.7% |
| Q1 2022 | $165,000 | +13.8% | 1,810 | +4.1% | 0.00% | +50.0% |
| Q4 2021 | $145,000 | +6.6% | 1,738 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $136,000 | +0.7% | 1,738 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $135,000 | -99.9% | 1,738 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $258,128,000 | +220522.2% | 3,476 | +100.0% | 0.00% | -33.3% |
| Q4 2020 | $117,000 | +20.6% | 1,738 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $97,000 | +4750.0% | 1,738 | +5331.2% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | – | 32 | – | 0.00% | – |
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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% |