ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 106 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,873 | +17.7% | 6,469 | +17.4% | 0.01% | +20.0% |
| Q2 2023 | $500,214 | -45.6% | 5,512 | -45.0% | 0.01% | -47.4% |
| Q1 2023 | $918,691 | -42.7% | 10,025 | -31.1% | 0.02% | -32.1% |
| Q4 2021 | $1,604,000 | +507.6% | 14,555 | +277.2% | 0.03% | +300.0% |
| Q4 2019 | $264,000 | -91.9% | 3,859 | -92.3% | 0.01% | -92.0% |
| Q3 2019 | $3,241,000 | -11.9% | 50,395 | -13.5% | 0.09% | -12.0% |
| Q2 2019 | $3,680,000 | +11.5% | 58,276 | +3.8% | 0.10% | +13.6% |
| Q1 2019 | $3,301,000 | +77.4% | 56,162 | +69.1% | 0.09% | +51.7% |
| Q4 2018 | $1,861,000 | -35.5% | 33,216 | -28.3% | 0.06% | -20.5% |
| Q3 2018 | $2,884,000 | +21.9% | 46,339 | +25.6% | 0.07% | +14.1% |
| Q2 2018 | $2,365,000 | +27.5% | 36,887 | +30.1% | 0.06% | +33.3% |
| Q1 2018 | $1,855,000 | +651.0% | 28,352 | +621.8% | 0.05% | +700.0% |
| Q4 2017 | $247,000 | -84.4% | 3,928 | -89.7% | 0.01% | -87.2% |
| Q4 2015 | $1,588,000 | +7.5% | 38,257 | -0.2% | 0.05% | +4.4% |
| Q3 2015 | $1,477,000 | -16.6% | 38,332 | -5.2% | 0.04% | -8.2% |
| Q2 2015 | $1,772,000 | -2.4% | 40,420 | -4.6% | 0.05% | 0.0% |
| Q1 2015 | $1,816,000 | +22.3% | 42,390 | +21.7% | 0.05% | +14.0% |
| Q4 2014 | $1,485,000 | +8.6% | 34,828 | -0.0% | 0.04% | +4.9% |
| Q3 2014 | $1,368,000 | +11.9% | 34,833 | +7.2% | 0.04% | +10.8% |
| Q2 2014 | $1,223,000 | – | 32,483 | – | 0.04% | – |
Download | ||||||
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% |