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 | $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 ↓ |
|---|---|---|---|
| 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% |