ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 36 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,035,645 | +99962.3% | 11,300 | -4.1% | 0.59% | -20.5% |
| Q2 2023 | $1,035 | -99.9% | 11,778 | +31.4% | 0.74% | +60.2% |
| Q1 2023 | $767,583 | -0.6% | 8,965 | +6.1% | 0.46% | -11.8% |
| Q4 2022 | $772,056 | +22.9% | 8,447 | +6.4% | 0.52% | +20.2% |
| Q3 2022 | $628,000 | -15.6% | 7,938 | -9.7% | 0.44% | -1.8% |
| Q2 2022 | $744,000 | -10.3% | 8,790 | -3.3% | 0.44% | +15.3% |
| Q1 2022 | $829,000 | +8.7% | 9,092 | -0.4% | 0.38% | +16.0% |
| Q4 2021 | $763,000 | +6.0% | 9,133 | -0.9% | 0.33% | +27.2% |
| Q3 2021 | $720,000 | -43.7% | 9,213 | -44.2% | 0.26% | -43.8% |
| Q2 2021 | $1,278,000 | +9.5% | 16,515 | +5.1% | 0.46% | +2.2% |
| Q1 2021 | $1,167,000 | +10.4% | 15,709 | +0.3% | 0.45% | +2.5% |
| Q4 2020 | $1,057,000 | +53.4% | 15,655 | +26.7% | 0.44% | +24.1% |
| Q3 2020 | $689,000 | +2.5% | 12,354 | +1.2% | 0.36% | -4.8% |
| Q2 2020 | $672,000 | – | 12,213 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 236,795 | $21,643,076 | 4.81% |
| Legend Financial Advisors, Inc. | 55,373 | $5,061,174 | 4.42% |
| MinichMacGregor Wealth Management, LLC | 128,874 | $11,779,083 | 4.25% |
| Chicago Wealth Management, Inc. | 32,441 | $2,965,123 | 2.56% |
| Fulcrum Equity Management | 28,942 | $2,645,299 | 2.17% |
| SPC Financial, Inc. | 195,292 | $17,849,689 | 2.11% |
| Capital CS Group, LLC | 18,944 | $1,731,452 | 1.91% |
| WT Wealth Management | 41,828 | $3,823,080 | 1.86% |
| Cadent Capital Advisors, LLC | 34,873 | $3,187,427 | 1.57% |
| MARTIN & CO INC /TN/ | 43,783 | $4,001,721 | 1.06% |