ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 82 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,418 | +52.5% | 4,212 | +52.1% | 0.07% | +62.2% |
| Q2 2023 | $251,378 | +0.7% | 2,770 | +1.7% | 0.04% | -8.2% |
| Q1 2023 | $249,627 | +16.4% | 2,724 | +22.1% | 0.05% | +8.9% |
| Q4 2022 | $214,466 | +6.7% | 2,231 | +10.6% | 0.04% | +25.0% |
| Q1 2022 | $201,000 | -55.0% | 2,017 | -50.3% | 0.04% | -52.0% |
| Q4 2021 | $447,000 | +4.0% | 4,056 | -1.5% | 0.08% | -3.8% |
| Q3 2021 | $430,000 | +1.2% | 4,119 | -1.1% | 0.08% | +2.6% |
| Q2 2021 | $425,000 | +12.4% | 4,163 | +1.4% | 0.08% | +2.7% |
| Q1 2021 | $378,000 | +16.3% | 4,106 | +0.4% | 0.07% | +12.1% |
| Q4 2020 | $325,000 | +7.3% | 4,088 | -7.5% | 0.07% | -15.4% |
| Q4 2019 | $303,000 | +5.6% | 4,421 | -0.9% | 0.08% | -1.3% |
| Q3 2019 | $287,000 | – | 4,461 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 50,887 | $4,663,280 | 4.68% |
| AFFINITY WEALTH MANAGEMENT LLC | 152,363 | $13,962,503 | 3.28% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 31,219 | $2,814,081 | 2.77% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 32,450 | $2,973,742 | 2.74% |
| MinichMacGregor Wealth Management, LLC | 85,926 | $7,874,259 | 2.61% |
| SPC Financial, Inc. | 212,732 | $19,494,760 | 2.22% |
| Cavalier Investments, LLC | 55,911 | $5,123,684 | 2.10% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,208 | $7,536,065 | 1.72% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 229,976 | $20,828,695 | 1.68% |
| Capital CS Group, LLC | 15,647 | $1,433,901 | 1.36% |