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 | $3,142,993 | -1.4% | 34,527 | -1.7% | 0.61% | +2.0% |
| Q2 2023 | $3,188,592 | -5.9% | 35,136 | -5.0% | 0.59% | -11.7% |
| Q1 2023 | $3,387,656 | -7.2% | 36,967 | -2.7% | 0.67% | -14.8% |
| Q4 2022 | $3,651,017 | +11.1% | 37,980 | -1.3% | 0.79% | +5.5% |
| Q3 2022 | $3,287,000 | -0.1% | 38,492 | -1.7% | 0.75% | +5.6% |
| Q2 2022 | $3,290,000 | -16.4% | 39,176 | -0.5% | 0.71% | -1.7% |
| Q1 2022 | $3,934,000 | -46.1% | 39,384 | -40.6% | 0.72% | -40.0% |
| Q4 2021 | $7,302,000 | +3.2% | 66,257 | -2.2% | 1.20% | -9.6% |
| Q3 2021 | $7,073,000 | +1.0% | 67,751 | -1.2% | 1.33% | +0.1% |
| Q2 2021 | $7,002,000 | +9.0% | 68,601 | -1.6% | 1.33% | -2.0% |
| Q1 2021 | $6,425,000 | +18.9% | 69,717 | +2.6% | 1.36% | +1.3% |
| Q4 2020 | $5,403,000 | +30.8% | 67,931 | +2.0% | 1.34% | +8.9% |
| Q3 2020 | $4,131,000 | +4.6% | 66,621 | +0.9% | 1.23% | -10.3% |
| Q2 2020 | $3,951,000 | +16.5% | 66,015 | -0.3% | 1.37% | -2.8% |
| Q1 2020 | $3,390,000 | -29.5% | 66,221 | -5.7% | 1.41% | -1.3% |
| Q4 2019 | $4,811,000 | +6.5% | 70,234 | -0.0% | 1.43% | -3.5% |
| Q3 2019 | $4,518,000 | +1.4% | 70,255 | -0.4% | 1.48% | +5.0% |
| Q2 2019 | $4,454,000 | +6.5% | 70,538 | -0.9% | 1.41% | +2.9% |
| Q1 2019 | $4,183,000 | -33.3% | 71,165 | -36.4% | 1.37% | -42.2% |
| Q4 2018 | $6,267,000 | +3.2% | 111,854 | +14.7% | 2.37% | +18.1% |
| Q3 2018 | $6,070,000 | – | 97,544 | – | 2.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPC Financial, Inc. | 185,207 | $18,904,000 | 2.29% |
| MinichMacGregor Wealth Management, LLC | 54,705 | $5,583,000 | 1.96% |
| Cadent Capital Advisors, LLC | 41,428 | $4,229,000 | 1.76% |
| Cavalier Investments, LLC | 36,727 | $3,748,000 | 1.35% |
| McGuire Investment Group, LLC | 68,601 | $7,002,000 | 1.33% |
| MEITAV INVESTMENT HOUSE LTD | 1,002,162 | $102,290,000 | 1.31% |
| ALTFEST L J & CO INC | 54,707 | $5,584,000 | 1.20% |
| Aveo Capital Partners, LLC | 42,377 | $4,325,000 | 0.96% |
| Ayalon Insurance Comp Ltd. | 26,780 | $2,743,000 | 0.91% |
| ASSETMARK, INC | 1,538,909 | $157,076,000 | 0.73% |