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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,164 | -17.1% | 1,373 | -11.0% | 0.00% | -50.0% |
| Q2 2023 | $308,939 | -50.9% | 1,542 | -51.1% | 0.00% | +100.0% |
| Q1 2023 | $628,770 | -25.1% | 3,156 | -23.7% | 0.00% | -50.0% |
| Q4 2022 | $839,104 | +43.4% | 4,138 | +27.2% | 0.00% | 0.0% |
| Q3 2022 | $585,000 | -7.7% | 3,254 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $634,000 | +5.5% | 3,254 | +8.4% | 0.00% | +100.0% |
| Q1 2022 | $601,000 | -0.2% | 3,001 | -0.1% | 0.00% | 0.0% |
| Q4 2021 | $602,000 | +27.5% | 3,005 | +14.3% | 0.00% | 0.0% |
| Q3 2021 | $472,000 | -2.5% | 2,630 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $484,000 | +49.4% | 2,630 | +43.8% | 0.00% | 0.0% |
| Q1 2021 | $324,000 | +2.2% | 1,829 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $317,000 | +16.1% | 1,829 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $273,000 | +17.2% | 1,829 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $233,000 | +15.9% | 1,829 | -1.3% | 0.00% | 0.0% |
| Q1 2020 | $201,000 | -18.3% | 1,854 | +0.2% | 0.00% | 0.0% |
| Q4 2019 | $246,000 | – | 1,850 | – | 0.00% | – |
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% |