ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 94 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,853,292 | -5.1% | 107,510 | -9.0% | 3.26% | +0.7% |
| Q2 2023 | $10,381,655 | +0.5% | 118,121 | -2.1% | 3.24% | -5.2% |
| Q1 2023 | $10,333,992 | -12.3% | 120,696 | -6.3% | 3.42% | -19.5% |
| Q4 2022 | $11,779,083 | +17.1% | 128,874 | +1.4% | 4.25% | +5.9% |
| Q3 2022 | $10,056,000 | +31.7% | 127,153 | +38.1% | 4.01% | +27.6% |
| Q2 2022 | $7,637,000 | +16148.9% | 92,047 | +12773.7% | 3.14% | +10045.2% |
| Q3 2018 | $47,000 | +6.8% | 715 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $44,000 | -58.1% | 715 | -56.3% | 0.03% | -62.2% |
| Q1 2018 | $105,000 | -97.9% | 1,635 | -97.8% | 0.08% | -97.9% |
| Q4 2017 | $4,929,000 | +39.3% | 74,024 | +33.3% | 3.85% | +31.2% |
| Q3 2017 | $3,539,000 | +7.0% | 55,540 | +5.1% | 2.94% | +2.3% |
| Q2 2017 | $3,307,000 | +9.6% | 52,820 | +6.1% | 2.87% | +5.7% |
| Q1 2017 | $3,016,000 | +3.9% | 49,764 | +1.7% | 2.72% | -0.0% |
| Q4 2016 | $2,904,000 | – | 48,947 | – | 2.72% | – |
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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% |