ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 50 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 7.60 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $372,613 | -95.3% | 4,106 | -95.2% | 0.12% | -95.5% |
| Q1 2023 | $7,874,259 | +7022.9% | 85,926 | +7371.8% | 2.61% | +6415.0% |
| Q4 2022 | $110,549 | -98.0% | 1,150 | -97.9% | 0.04% | -97.8% |
| Q1 2022 | $5,590,000 | -10.1% | 55,972 | -0.9% | 1.79% | -5.6% |
| Q4 2021 | $6,221,000 | +8.2% | 56,456 | +2.5% | 1.89% | -2.2% |
| Q3 2021 | $5,749,000 | +3.0% | 55,070 | +0.7% | 1.94% | -1.1% |
| Q2 2021 | $5,583,000 | +177.5% | 54,705 | +86.2% | 1.96% | +74.6% |
| Q4 2019 | $2,012,000 | +2.9% | 29,379 | -3.4% | 1.12% | -15.3% |
| Q3 2019 | $1,955,000 | -0.7% | 30,410 | -1.5% | 1.32% | -3.8% |
| Q2 2019 | $1,968,000 | +9.3% | 30,859 | +3.1% | 1.38% | +1.7% |
| Q1 2019 | $1,800,000 | -67.0% | 29,921 | -65.8% | 1.35% | -62.4% |
| Q3 2018 | $5,453,000 | +9.6% | 87,464 | +13.5% | 3.60% | +1.6% |
| Q2 2018 | $4,975,000 | +4.9% | 77,067 | +6.3% | 3.54% | -4.1% |
| Q1 2018 | $4,744,000 | +10932.6% | 72,507 | +8430.2% | 3.70% | +9376.9% |
| Q1 2017 | $43,000 | +2.4% | 850 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $42,000 | -57.1% | 850 | -64.1% | 0.04% | -57.6% |
| Q3 2016 | $98,000 | -45.6% | 2,367 | -52.7% | 0.09% | -45.9% |
| Q2 2016 | $180,000 | -3.7% | 5,009 | +0.2% | 0.17% | -6.1% |
| Q1 2016 | $187,000 | -94.9% | 4,997 | -94.0% | 0.18% | -94.7% |
| Q4 2015 | $3,640,000 | – | 83,279 | – | 3.39% | – |
Download | ||||||
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% |