ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 81 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,457 | +12.4% | 1,598 | +7.8% | 0.00% | – |
| Q2 2023 | $130,253 | -39.1% | 1,482 | -40.6% | 0.00% | – |
| Q1 2023 | $213,708 | +87.1% | 2,496 | +99.7% | 0.00% | – |
| Q4 2022 | $114,250 | -32.0% | 1,250 | -41.2% | 0.00% | – |
| Q3 2022 | $168,000 | +63.1% | 2,125 | +70.0% | 0.00% | – |
| Q2 2022 | $103,000 | 0.0% | 1,250 | +9.7% | 0.00% | – |
| Q1 2022 | $103,000 | +8.4% | 1,139 | +0.1% | 0.00% | – |
| Q4 2021 | $95,000 | +6.7% | 1,138 | 0.0% | 0.00% | – |
| Q3 2021 | $89,000 | +56.1% | 1,138 | +54.2% | 0.00% | – |
| Q2 2021 | $57,000 | +3.6% | 738 | 0.0% | 0.00% | – |
| Q1 2021 | $55,000 | +10.0% | 738 | 0.0% | 0.00% | – |
| Q4 2020 | $50,000 | +22.0% | 738 | 0.0% | 0.00% | – |
| Q3 2020 | $41,000 | 0.0% | 738 | 0.0% | 0.00% | – |
| Q2 2020 | $41,000 | +13.9% | 738 | +2.6% | 0.00% | – |
| Q1 2020 | $36,000 | -30.8% | 719 | -0.4% | 0.00% | – |
| Q4 2019 | $52,000 | +13.0% | 722 | +13.2% | 0.00% | – |
| Q3 2019 | $46,000 | +64.3% | 638 | +62.3% | 0.00% | – |
| Q2 2019 | $28,000 | +12.0% | 393 | 0.0% | 0.00% | – |
| Q1 2019 | $25,000 | +56.2% | 393 | +46.1% | 0.00% | – |
| Q4 2018 | $16,000 | -57.9% | 269 | -52.4% | 0.00% | – |
| Q3 2018 | $38,000 | – | 565 | – | 0.00% | – |
Download | ||||||
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% |