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 | $348,367 | -23.6% | 3,801 | -26.8% | 0.19% | -26.2% |
| Q2 2023 | $456,178 | +1.0% | 5,190 | -1.6% | 0.26% | -4.0% |
| Q1 2023 | $451,782 | -5.9% | 5,277 | +0.5% | 0.27% | -12.5% |
| Q4 2022 | $479,865 | +14.5% | 5,250 | -1.1% | 0.31% | +3.3% |
| Q3 2022 | $419,000 | -1.4% | 5,306 | +3.4% | 0.30% | +4.5% |
| Q2 2022 | $425,000 | -9.6% | 5,130 | -0.5% | 0.29% | +9.0% |
| Q1 2022 | $470,000 | +9.6% | 5,158 | +0.3% | 0.27% | +27.3% |
| Q4 2021 | $429,000 | – | 5,144 | – | 0.21% | – |
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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% |