ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 53 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $19,000 | -26.9% | 373 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $26,000 | +8.3% | 373 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 373 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | +9.1% | 373 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $22,000 | +4.8% | 373 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $21,000 | -8.7% | 373 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $23,000 | -4.2% | 373 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $24,000 | 0.0% | 373 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $24,000 | +4.3% | 373 | 0.0% | 0.01% | +12.5% |
| Q4 2017 | $23,000 | +9.5% | 373 | 0.0% | 0.01% | +14.3% |
| Q3 2017 | $21,000 | -50.0% | 373 | -52.7% | 0.01% | -53.3% |
| Q2 2017 | $42,000 | +5.0% | 788 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $40,000 | +25.0% | 788 | +20.3% | 0.02% | 0.0% |
| Q4 2016 | $32,000 | – | 655 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 55,271 | $6,247,000 | 5.52% |
| Braun-Bostich & Associates Inc. | 211,591 | $22,312,000 | 5.32% |
| AFFINITY WEALTH MANAGEMENT LLC | 211,591 | $22,312,000 | 4.60% |
| Portfolio Strategies, Inc. | 146,416 | $16,135,000 | 3.01% |
| SPC Financial, Inc. | 214,460 | $23,633,000 | 2.64% |
| Cadent Capital Advisors, LLC | 43,633 | $4,808,000 | 2.12% |
| MinichMacGregor Wealth Management, LLC | 56,456 | $6,221,000 | 1.89% |
| L2 Asset Management, LLC | 23,481 | $2,588,000 | 1.81% |
| SOUTHERN CAPITAL ADVISORS, LLC | 26,048 | $2,870,000 | 1.77% |
| Empowered Funds, LLC | 132,375 | $14,588,000 | 1.64% |