ISHARES TR's ticker is IAK and the CUSIP is 464288786.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583,169 | +4.6% | 6,363 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $557,486 | -99.8% | 6,343 | +39.6% | 0.00% | 0.0% |
| Q4 2017 | $302,564,000 | +4.5% | 4,543 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $289,480,000 | +1.8% | 4,543 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $284,469,000 | +13.0% | 4,543 | +7.1% | 0.00% | 0.0% |
| Q1 2017 | $251,737,000 | +89486.1% | 4,243 | -10.5% | 0.00% | 0.0% |
| Q4 2016 | $281,000 | – | 4,743 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 57,543 | $5,273,858 | 4.50% |
| MinichMacGregor Wealth Management, LLC | 107,510 | $9,853,292 | 3.26% |
| Chicago Wealth Management, Inc. | 30,707 | $2,814,279 | 2.22% |
| SPC Financial, Inc. | 194,680 | $17,842,422 | 2.00% |
| Cadent Capital Advisors, LLC | 43,127 | $3,952,583 | 1.64% |
| Stonebridge Financial Planning Group, LLC | 25,498 | $2,336,921 | 1.50% |
| MARTIN & CO INC /TN/ | 40,795 | $3,738,816 | 0.98% |
| Well Done, LLC | 45,186 | $4,141,289 | 0.92% |
| Robinson Value Management, Ltd. | 9,646 | $884,056 | 0.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 7,188 | $658,800 | 0.62% |