SP Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 95 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SP Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,816,942
+3.8%
19,825
-0.5%
0.20%
+4.6%
Q2 2023$1,751,190
+2.9%
19,925
+0.2%
0.20%
-6.7%
Q1 2023$1,701,985
-9.0%
19,878
-2.9%
0.21%
-16.4%
Q4 2022$1,870,93320,4700.25%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Beacon Harbor Wealth Advisors, Inc. 105,897$9,660,0003.15%
Empowered Funds, LLC 140,591$12,825,0001.40%
MARTIN & CO INC /TN/ 39,976$3,647,0000.93%
Capital Advisory Group Advisory Services, LLC 9,092$829,0000.38%
SOUTHERN CAPITAL ADVISORS, LLC 5,766$526,0000.36%
Retirement Planning Co of New England, Inc. 5,158$470,0000.27%
Hills Bank & Trust Co 18,328$1,672,0000.24%
Smith Anglin Financial, LLC 9,946$907,0000.21%
SP Asset Management 20,223$1,845,0000.20%
Wealth Management Solutions, LLC 2,786$254,0000.13%
View complete list of ISHARES TR shareholders