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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,528,606 | -4.0% | 23,249 | -1.3% | 0.01% | -21.4% |
| Q1 2024 | $1,592,711 | -49.7% | 23,550 | +42.5% | 0.01% | -54.8% |
| Q4 2023 | $3,167,718 | -5.6% | 16,523 | -8.2% | 0.03% | -18.4% |
| Q3 2023 | $3,356,307 | -28.9% | 17,995 | -23.6% | 0.04% | -29.6% |
| Q2 2023 | $4,717,786 | +7.8% | 23,555 | +7.2% | 0.05% | 0.0% |
| Q1 2023 | $4,377,176 | +5.2% | 21,970 | +7.1% | 0.05% | -3.6% |
| Q4 2022 | $4,161,628 | +114.4% | 20,523 | +90.2% | 0.06% | +86.7% |
| Q3 2022 | $1,941,000 | -1.9% | 10,791 | +6.3% | 0.03% | 0.0% |
| Q2 2022 | $1,979,000 | +439.2% | 10,150 | +313.1% | 0.03% | +400.0% |
| Q3 2020 | $367,000 | – | 2,457 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 106,419 | $21,201,857 | 7.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 177,517 | $35,366,721 | 7.00% |
| Genesee Capital Advisors, LLC | 45,051 | $8,975,576 | 6.38% |
| Capitol Family Office, Inc. | 14,405 | $2,869,974 | 5.66% |
| Kaye Capital Management | 52,309 | $10,421,441 | 5.31% |
| D. SCOTT NEAL, INC. | 42,938 | $8,554,571 | 4.78% |
| WealthCare Investment Partners, LLC | 37,327 | $7,436,600 | 4.50% |
| PGIM Custom Harvest LLC | 466,830 | $93,006,618 | 3.86% |
| Millington Financial Advisors, LLC | 16,824 | $3,351,889 | 3.10% |
| Systelligence, LLC | 59,208 | $11,796,010 | 3.03% |