RAYMOND JAMES & ASSOCIATES - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 244 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
RAYMOND JAMES & ASSOCIATES ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,289,020
+18.7%
50,023
+22.1%
0.00%0.0%
Q1 2024$2,771,783
-15.0%
40,985
+140.9%
0.00%0.0%
Q4 2023$3,261,142
-51.7%
17,011
-53.0%
0.00%
-66.7%
Q3 2023$6,756,417
+20.3%
36,225
+29.1%
0.01%
+20.0%
Q2 2023$5,618,005
-28.6%
28,049
-29.0%
0.01%
-28.6%
Q1 2023$7,870,257
-10.4%
39,503
-8.8%
0.01%
-12.5%
Q4 2022$8,780,137
-2.8%
43,297
-13.8%
0.01%
-11.1%
Q3 2022$9,037,000
-3.2%
50,255
+5.0%
0.01%0.0%
Q2 2022$9,335,000
+34.6%
47,881
+38.3%
0.01%
+50.0%
Q1 2022$6,936,000
+29.0%
34,613
+28.8%
0.01%
+50.0%
Q4 2021$5,378,000
+22.4%
26,865
+9.8%
0.00%0.0%
Q3 2021$4,393,000
+2.3%
24,459
+4.7%
0.00%0.0%
Q2 2021$4,294,000
+5.5%
23,354
+1.6%
0.00%0.0%
Q1 2021$4,069,000
+9.3%
22,993
+7.1%
0.00%0.0%
Q4 2020$3,722,000
-44.9%
21,465
-52.5%
0.00%
-50.0%
Q3 2020$6,750,000
+16.7%
45,194
-0.3%
0.01%0.0%
Q2 2020$5,782,000
+15.6%
45,330
-1.9%
0.01%0.0%
Q1 2020$5,000,000
-15.8%
46,212
+3.6%
0.01%0.0%
Q4 2019$5,940,000
+4.1%
44,602
-1.2%
0.01%0.0%
Q3 2019$5,708,000
+3.5%
45,122
-0.6%
0.01%0.0%
Q2 2019$5,516,000
-5.6%
45,411
-7.1%
0.01%
-11.1%
Q1 2019$5,842,000
+5.9%
48,907
-5.6%
0.01%
-10.0%
Q4 2018$5,515,000
-25.7%
51,810
-17.0%
0.01%
-9.1%
Q3 2018$7,420,000
-4.1%
62,418
-4.6%
0.01%
-15.4%
Q2 2018$7,740,000
-13.1%
65,440
-12.6%
0.01%
-18.8%
Q1 2018$8,906,000
-7.2%
74,893
-1.1%
0.02%
-11.1%
Q4 2017$9,595,000
+16.9%
75,710
+11.3%
0.02%
+12.5%
Q3 2017$8,208,000
-22.4%
68,021
-21.7%
0.02%
-30.4%
Q2 2017$10,581,000
+1.5%
86,925
-1.0%
0.02%
-4.2%
Q1 2017$10,428,000
+13.3%
87,811
+5.6%
0.02%0.0%
Q4 2016$9,205,000
-42.4%
83,138
-40.7%
0.02%
-45.5%
Q3 2016$15,975,000
-27.4%
140,257
-26.4%
0.04%
-36.2%
Q2 2016$21,996,000
+4.5%
190,692
+2.0%
0.07%
-2.8%
Q1 2016$21,040,000
-3.3%
186,955
-6.8%
0.07%
-9.0%
Q4 2015$21,762,000
+40.7%
200,697
+33.2%
0.08%
+23.8%
Q3 2015$15,462,000
+155.3%
150,706
+161.0%
0.06%
+173.9%
Q2 2015$6,056,000
+88.4%
57,740
+89.6%
0.02%
+64.3%
Q1 2015$3,214,000
+5.1%
30,450
+4.4%
0.01%
-6.7%
Q4 2014$3,057,000
+5.9%
29,178
-0.2%
0.02%
-11.8%
Q3 2014$2,886,000
-53.1%
29,225
-52.9%
0.02%
-55.3%
Q2 2014$6,159,000
+4.8%
62,020
+0.5%
0.04%
-5.0%
Q1 2014$5,877,000
+422.4%
61,718
+425.3%
0.04%
+400.0%
Q4 2013$1,125,000
+19.6%
11,748
+11.4%
0.01%0.0%
Q3 2013$941,00010,5430.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 106,419$21,201,8577.02%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 177,517$35,366,7217.00%
Genesee Capital Advisors, LLC 45,051$8,975,5766.38%
Capitol Family Office, Inc. 14,405$2,869,9745.66%
Kaye Capital Management 52,309$10,421,4415.31%
D. SCOTT NEAL, INC. 42,938$8,554,5714.78%
WealthCare Investment Partners, LLC 37,327$7,436,6004.50%
PGIM Custom Harvest LLC 466,830$93,006,6183.86%
Millington Financial Advisors, LLC 16,824$3,351,8893.10%
Systelligence, LLC 59,208$11,796,0103.03%
View complete list of ISHARES TR shareholders