ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 128 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 3.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $655,676 | +13.7% | 5,806 | +0.8% | 0.04% | 0.0% |
| Q4 2023 | $576,873 | +1.7% | 5,761 | -6.9% | 0.04% | -12.5% |
| Q3 2023 | $567,456 | +4.5% | 6,191 | -2.4% | 0.05% | -5.9% |
| Q1 2023 | $543,049 | +86510.7% | 6,342 | -7.6% | 0.05% | -17.7% |
| Q4 2022 | $627 | -99.9% | 6,867 | -29.6% | 0.06% | -11.4% |
| Q3 2022 | $770,000 | +13.6% | 9,748 | +19.2% | 0.07% | -2.8% |
| Q2 2022 | $678,000 | – | 8,181 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 55,741 | $6,294,276 | 4.47% |
| MinichMacGregor Wealth Management, LLC | 93,094 | $10,512,174 | 2.57% |
| Chicago Wealth Management, Inc. | 32,184 | $3,634,267 | 2.09% |
| Fiduciary Planning LLC | 47,252 | $5,335,656 | 1.91% |
| SPC Financial, Inc. | 178,586 | $20,165,931 | 1.87% |
| Cadent Capital Advisors, LLC | 41,458 | $4,681,483 | 1.86% |
| Fortis Group Advisors, LLC | 64,687 | $7,304,404 | 1.45% |
| Silverleafe Capital Partners, LLC | 35,129 | $3,966,766 | 1.36% |
| ADAPT WEALTH ADVISORS, LLC | 18,552 | $2,094,892 | 1.31% |
| PRIMORIS WEALTH ADVISORS, LLC | 13,765 | $1,554,330 | 1.24% |