ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 51 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381 | -68.2% | 4,157 | -69.5% | 0.06% | -63.7% |
| Q2 2023 | $1,200 | -15.8% | 13,650 | -18.1% | 0.17% | -13.2% |
| Q1 2023 | $1,426 | -11.5% | 16,660 | -5.5% | 0.20% | -2.0% |
| Q4 2022 | $1,611 | -99.2% | 17,630 | +500.7% | 0.20% | +294.1% |
| Q2 2019 | $208,000 | -14.0% | 2,935 | -19.5% | 0.05% | -13.6% |
| Q3 2018 | $242,000 | +8.0% | 3,645 | 0.0% | 0.06% | -3.3% |
| Q2 2018 | $224,000 | -10.4% | 3,645 | -5.9% | 0.06% | -6.2% |
| Q1 2018 | $250,000 | -21.1% | 3,875 | -18.7% | 0.06% | -5.8% |
| Q4 2017 | $317,000 | -6.5% | 4,765 | -10.3% | 0.07% | -10.4% |
| Q3 2017 | $339,000 | -2.0% | 5,315 | -3.8% | 0.08% | -6.1% |
| Q2 2017 | $346,000 | -22.4% | 5,525 | -24.9% | 0.08% | -21.9% |
| Q1 2017 | $446,000 | +1.1% | 7,355 | -1.0% | 0.10% | -11.0% |
| Q4 2016 | $441,000 | +4.8% | 7,430 | -6.8% | 0.12% | +19.2% |
| Q3 2016 | $421,000 | -4.8% | 7,970 | -8.6% | 0.10% | -3.9% |
| Q2 2016 | $442,000 | -14.3% | 8,720 | -15.7% | 0.10% | -15.6% |
| Q1 2016 | $516,000 | +1.2% | 10,340 | +3.7% | 0.12% | +5.2% |
| Q4 2015 | $510,000 | +21.4% | 9,970 | +15.4% | 0.12% | +18.4% |
| Q3 2015 | $420,000 | -3.2% | 8,640 | +0.6% | 0.10% | +15.3% |
| Q2 2015 | $434,000 | +5.9% | 8,590 | +3.7% | 0.08% | +13.3% |
| Q1 2015 | $410,000 | – | 8,280 | – | 0.08% | – |
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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% |