ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| 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% |