ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 82 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,540 | +0.3% | 2,214 | 0.0% | 0.10% | +6.2% |
| Q2 2023 | $200,920 | -3.0% | 2,214 | -2.1% | 0.10% | +16.9% |
| Q1 2023 | $207,198 | -3.9% | 2,261 | +0.8% | 0.08% | -3.5% |
| Q4 2022 | $215,620 | -11.3% | 2,243 | -7.9% | 0.09% | +7.5% |
| Q1 2022 | $243,000 | -19.5% | 2,436 | -11.2% | 0.08% | -12.1% |
| Q4 2021 | $302,000 | +18.9% | 2,743 | +12.6% | 0.09% | +9.6% |
| Q3 2021 | $254,000 | +2.0% | 2,435 | 0.0% | 0.08% | -9.8% |
| Q2 2021 | $249,000 | – | 2,435 | – | 0.09% | – |
Download | ||||||
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% |