ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 82 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $524,933 | -34.2% | 5,784 | -33.5% | 0.40% | -32.0% |
| Q1 2023 | $797,186 | -21.8% | 8,699 | -17.9% | 0.59% | -25.1% |
| Q4 2022 | $1,018,830 | -59.3% | 10,598 | -63.8% | 0.79% | -61.5% |
| Q3 2022 | $2,502,000 | +5.5% | 29,300 | +3.8% | 2.05% | +8.8% |
| Q2 2022 | $2,371,000 | -21.4% | 28,230 | -6.5% | 1.88% | -8.8% |
| Q1 2022 | $3,015,000 | +5.1% | 30,185 | +15.9% | 2.06% | +16.3% |
| Q4 2021 | $2,870,000 | – | 26,048 | – | 1.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPC Financial, Inc. | 185,207 | $18,904,000 | 2.29% |
| MinichMacGregor Wealth Management, LLC | 54,705 | $5,583,000 | 1.96% |
| Cadent Capital Advisors, LLC | 41,428 | $4,229,000 | 1.76% |
| Cavalier Investments, LLC | 36,727 | $3,748,000 | 1.35% |
| McGuire Investment Group, LLC | 68,601 | $7,002,000 | 1.33% |
| MEITAV INVESTMENT HOUSE LTD | 1,002,162 | $102,290,000 | 1.31% |
| ALTFEST L J & CO INC | 54,707 | $5,584,000 | 1.20% |
| Aveo Capital Partners, LLC | 42,377 | $4,325,000 | 0.96% |
| Ayalon Insurance Comp Ltd. | 26,780 | $2,743,000 | 0.91% |
| ASSETMARK, INC | 1,538,909 | $157,076,000 | 0.73% |