ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 81 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,273,858 | +4.8% | 57,543 | +0.5% | 4.50% | +7.2% |
| Q2 2023 | $5,031,678 | +6.2% | 57,250 | +3.4% | 4.20% | +5.5% |
| Q1 2023 | $4,738,480 | -6.4% | 55,343 | -0.1% | 3.98% | -10.0% |
| Q4 2022 | $5,061,174 | -99.9% | 55,373 | -0.7% | 4.42% | +6.7% |
| Q3 2022 | $4,412,264,000 | +94624.4% | 55,788 | -0.6% | 4.15% | -13.9% |
| Q2 2022 | $4,658,000 | – | 56,140 | – | 4.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 57,543 | $5,273,858 | 4.50% |
| MinichMacGregor Wealth Management, LLC | 107,510 | $9,853,292 | 3.26% |
| Chicago Wealth Management, Inc. | 30,707 | $2,814,279 | 2.22% |
| SPC Financial, Inc. | 194,680 | $17,842,422 | 2.00% |
| Cadent Capital Advisors, LLC | 43,127 | $3,952,583 | 1.64% |
| Stonebridge Financial Planning Group, LLC | 25,498 | $2,336,921 | 1.50% |
| MARTIN & CO INC /TN/ | 40,795 | $3,738,816 | 0.98% |
| Well Done, LLC | 45,186 | $4,141,289 | 0.92% |
| Robinson Value Management, Ltd. | 9,646 | $884,056 | 0.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 7,188 | $658,800 | 0.62% |