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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthSpring Partners, LLC | 60,785 | $11,336,908 | 8.47% |
| D. SCOTT NEAL, INC. | 43,223 | $8,135,633 | 6.95% |
| Gilfoyle & Co LLC | 10 | $1,904 | 4.89% |
| Kaye Capital Management | 53,477 | $9,973,960 | 4.57% |
| Wyrmwood Management LLC | 10 | $1,910 | 4.51% |
| WealthCare Investment Partners, LLC | 37,937 | $7,023,569 | 4.27% |
| PGIM Custom Harvest LLC | 511,824 | $95,460,335 | 3.52% |
| Bellwether Advisors, LLC | 66,949 | $12,486,658 | 3.40% |
| SFI Advisors, LLC | 17,532 | $3,269,893 | 3.20% |
| Genesee Capital Advisors, LLC | 16,659 | $3,107,155 | 2.23% |