ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 142 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $267,437 | -7.4% | 1,395 | -9.9% | 0.02% | -23.8% |
| Q3 2023 | $288,784 | -21.7% | 1,548 | -15.9% | 0.02% | -19.2% |
| Q2 2023 | $368,806 | -66.6% | 1,841 | -66.8% | 0.03% | -67.1% |
| Q1 2023 | $1,103,931 | -40.4% | 5,541 | -39.4% | 0.08% | -44.8% |
| Q4 2022 | $1,852,840 | +0.5% | 9,137 | -10.9% | 0.14% | -7.1% |
| Q3 2022 | $1,843,000 | -2.9% | 10,250 | +5.2% | 0.15% | +2.0% |
| Q2 2022 | $1,899,000 | +6.4% | 9,739 | +9.4% | 0.15% | +25.8% |
| Q1 2022 | $1,784,000 | +8.5% | 8,904 | +8.4% | 0.12% | +12.1% |
| Q4 2021 | $1,644,000 | +245.4% | 8,214 | +217.1% | 0.11% | +189.2% |
| Q2 2021 | $476,000 | +10.2% | 2,590 | +6.1% | 0.04% | -11.9% |
| Q1 2021 | $432,000 | – | 2,441 | – | 0.04% | – |
Download | ||||||
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% |