ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,257 | -2.0% | 1,288 | +4.6% | 0.00% | – |
| Q1 2023 | $245,221 | +21.3% | 1,231 | +23.5% | 0.00% | – |
| Q4 2022 | $202,133 | -55.5% | 997 | -76.2% | 0.00% | – |
| Q1 2020 | $454,000 | -24.3% | 4,194 | -6.9% | 0.00% | – |
| Q4 2019 | $600,000 | +13.6% | 4,503 | +7.9% | 0.00% | – |
| Q3 2019 | $528,000 | +2.3% | 4,175 | -1.8% | 0.00% | – |
| Q2 2019 | $516,000 | -10.6% | 4,250 | -12.0% | 0.00% | – |
| Q1 2019 | $577,000 | -2.5% | 4,831 | -13.2% | 0.00% | – |
| Q4 2018 | $592,000 | +51.4% | 5,564 | +69.3% | 0.00% | – |
| Q3 2018 | $391,000 | 0.0% | 3,286 | -0.7% | 0.00% | – |
| Q2 2018 | $391,000 | -22.7% | 3,310 | -22.3% | 0.00% | – |
| Q1 2018 | $506,000 | -13.4% | 4,259 | -7.5% | 0.00% | – |
| Q4 2017 | $584,000 | -15.2% | 4,606 | -19.2% | 0.00% | – |
| Q3 2017 | $689,000 | -16.4% | 5,704 | -15.8% | 0.00% | – |
| Q2 2017 | $824,000 | -2.7% | 6,771 | -5.0% | 0.00% | – |
| Q1 2017 | $847,000 | +41.9% | 7,128 | +32.2% | 0.00% | – |
| Q4 2016 | $597,000 | -34.3% | 5,390 | -32.4% | 0.00% | – |
| Q3 2016 | $908,000 | -4.0% | 7,968 | -2.9% | 0.00% | – |
| Q2 2016 | $946,000 | +276.9% | 8,206 | +183.7% | 0.00% | – |
| Q2 2013 | $251,000 | – | 2,892 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 13,139 | $2,360,000 | 1.88% |
| Fernwood Investment Management, LLC | 28,724 | $5,159,000 | 1.77% |
| Demars Financial Group, LLC | 11,269 | $2,024,000 | 1.19% |
| Grace Capital | 8,634 | $1,589,000 | 0.98% |
| Paradigm Financial Advisors, LLC | 22,140 | $3,976,000 | 0.92% |
| Aurora Private Wealth, Inc. | 10,699 | $1,922,000 | 0.78% |
| Stonebridge Financial Planning Group, LLC | 7,419 | $1,399,000 | 0.68% |
| Essex LLC | 10,947 | $1,966,000 | 0.54% |
| Conservest Capital Advisors, Inc. | 17,231 | $3,095,000 | 0.35% |
| PGIM Custom Harvest LLC | 11,308 | $2,031,000 | 0.31% |