ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 94 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $282,883 | +9329.4% | 3,095 | +8044.7% | 0.00% | – |
| Q2 2022 | $3,000 | -50.0% | 38 | -69.4% | 0.00% | – |
| Q1 2020 | $6,000 | +50.0% | 124 | +74.6% | 0.00% | – |
| Q2 2018 | $4,000 | -20.0% | 71 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | +25.0% | 71 | +1.4% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 70 | +1.4% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | +33.3% | 69 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | -81.2% | 69 | -78.3% | 0.00% | – |
| Q1 2016 | $16,000 | 0.0% | 318 | 0.0% | 0.00% | – |
| Q4 2015 | $16,000 | +6.7% | 318 | +0.3% | 0.00% | – |
| Q3 2015 | $15,000 | -6.2% | 317 | 0.0% | 0.00% | – |
| Q2 2015 | $16,000 | 0.0% | 317 | 0.0% | 0.00% | – |
| Q1 2015 | $16,000 | -46.7% | 317 | -47.2% | 0.00% | – |
| Q4 2014 | $30,000 | +200.0% | 600 | +200.0% | 0.00% | – |
| Q2 2014 | $10,000 | -28.6% | 200 | -35.5% | 0.00% | – |
| Q1 2014 | $14,000 | -6.7% | 310 | 0.0% | 0.00% | – |
| Q4 2013 | $15,000 | +7.1% | 310 | 0.0% | 0.00% | – |
| Q3 2013 | $14,000 | +75.0% | 310 | +55.0% | 0.00% | – |
| Q2 2013 | $8,000 | – | 200 | – | 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% |