ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 36 filers reported holding ISHARES TR in Q4 2021. 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 ↓ |
|---|---|---|---|
| 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% |