ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 34 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,083 | +134.0% | 328 | +68.2% | 0.00% | – |
| Q1 2017 | $12,000 | 0.0% | 195 | 0.0% | 0.00% | – |
| Q4 2016 | $12,000 | +20.0% | 195 | 0.0% | 0.00% | – |
| Q3 2016 | $10,000 | 0.0% | 195 | 0.0% | 0.00% | – |
| Q2 2016 | $10,000 | -9.1% | 195 | -7.6% | 0.00% | – |
| Q1 2016 | $11,000 | +10.0% | 211 | +8.2% | 0.00% | – |
| Q4 2015 | $10,000 | -16.7% | 195 | -21.4% | 0.00% | – |
| Q3 2015 | $12,000 | -33.3% | 248 | -29.7% | 0.00% | – |
| Q2 2015 | $18,000 | +260.0% | 353 | +249.5% | 0.00% | – |
| Q1 2015 | $5,000 | -73.7% | 101 | -75.1% | 0.00% | – |
| Q2 2014 | $19,000 | -9.5% | 405 | -6.7% | 0.00% | – |
| Q4 2013 | $21,000 | +10.5% | 434 | -0.9% | 0.00% | – |
| Q3 2013 | $19,000 | -99.1% | 438 | -99.1% | 0.00% | -100.0% |
| Q2 2013 | $2,053,000 | – | 50,384 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 105,897 | $9,660,000 | 3.15% |
| Empowered Funds, LLC | 140,591 | $12,825,000 | 1.40% |
| MARTIN & CO INC /TN/ | 39,976 | $3,647,000 | 0.93% |
| Capital Advisory Group Advisory Services, LLC | 9,092 | $829,000 | 0.38% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,766 | $526,000 | 0.36% |
| Retirement Planning Co of New England, Inc. | 5,158 | $470,000 | 0.27% |
| Hills Bank & Trust Co | 18,328 | $1,672,000 | 0.24% |
| Smith Anglin Financial, LLC | 9,946 | $907,000 | 0.21% |
| SP Asset Management | 20,223 | $1,845,000 | 0.20% |
| Wealth Management Solutions, LLC | 2,786 | $254,000 | 0.13% |