ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 95 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,330 | +4.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17,578 | +2.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,124 | -6.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,280 | +21.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $14,000 | +40.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -67.9% | 200 | -50.0% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | -44.0% | 400 | -42.9% | 0.00% | -66.7% |
| Q3 2019 | $50,000 | +2.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $49,000 | +11.4% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $44,000 | +7.3% | 700 | -3.0% | 0.00% | 0.0% |
| Q4 2018 | $41,000 | -44.6% | 722 | -36.0% | 0.00% | -40.0% |
| Q3 2018 | $74,000 | +94.7% | 1,129 | +79.5% | 0.01% | +66.7% |
| Q2 2018 | $38,000 | -53.1% | 629 | -50.3% | 0.00% | -57.1% |
| Q1 2018 | $81,000 | +76.1% | 1,265 | +80.7% | 0.01% | +75.0% |
| Q4 2017 | $46,000 | +4.5% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $44,000 | +2.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $43,000 | +2.4% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $42,000 | +2.4% | 700 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $41,000 | +10.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $37,000 | +5.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $35,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $35,000 | – | 700 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 105,897 | $9,660,000 | 3.15% |
| Empowered Funds, LLC | 140,591 | $12,825,000 | 1.40% |
| MARTIN & CO INC /TN/ | 39,976 | $3,647,000 | 0.93% |
| Capital Advisory Group Advisory Services, LLC | 9,092 | $829,000 | 0.38% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,766 | $526,000 | 0.36% |
| Retirement Planning Co of New England, Inc. | 5,158 | $470,000 | 0.27% |
| Hills Bank & Trust Co | 18,328 | $1,672,000 | 0.24% |
| Smith Anglin Financial, LLC | 9,946 | $907,000 | 0.21% |
| SP Asset Management | 20,223 | $1,845,000 | 0.20% |
| Wealth Management Solutions, LLC | 2,786 | $254,000 | 0.13% |