ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 119 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254 | -32.8% | 2,789 | -33.1% | 0.02% | -33.3% |
| Q2 2023 | $378 | +0.8% | 4,167 | +1.7% | 0.03% | +10.0% |
| Q1 2023 | $375 | +41.5% | 4,096 | +48.4% | 0.03% | +20.0% |
| Q4 2022 | $265 | -99.9% | 2,761 | +17.4% | 0.02% | +31.6% |
| Q2 2022 | $197,000 | +20.1% | 2,351 | +49.4% | 0.02% | +35.7% |
| Q3 2021 | $164,000 | +1.9% | 1,574 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $161,000 | +5.9% | 1,574 | -36.0% | 0.01% | -33.3% |
| Q3 2020 | $152,000 | – | 2,459 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPC Financial, Inc. | 185,207 | $18,904,000 | 2.29% |
| MinichMacGregor Wealth Management, LLC | 54,705 | $5,583,000 | 1.96% |
| Cadent Capital Advisors, LLC | 41,428 | $4,229,000 | 1.76% |
| Cavalier Investments, LLC | 36,727 | $3,748,000 | 1.35% |
| McGuire Investment Group, LLC | 68,601 | $7,002,000 | 1.33% |
| MEITAV INVESTMENT HOUSE LTD | 1,002,162 | $102,290,000 | 1.31% |
| ALTFEST L J & CO INC | 54,707 | $5,584,000 | 1.20% |
| Aveo Capital Partners, LLC | 42,377 | $4,325,000 | 0.96% |
| Ayalon Insurance Comp Ltd. | 26,780 | $2,743,000 | 0.91% |
| ASSETMARK, INC | 1,538,909 | $157,076,000 | 0.73% |