ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 237 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,000 | -10.4% | 2,138 | -3.4% | 0.00% | 0.0% |
| Q2 2023 | $444,000 | +0.9% | 2,214 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $440,000 | -9.7% | 2,205 | -8.0% | 0.00% | 0.0% |
| Q4 2022 | $487,000 | -27.9% | 2,396 | -36.0% | 0.00% | -50.0% |
| Q3 2022 | $675,000 | -7.0% | 3,741 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $726,000 | -1.1% | 3,720 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $734,000 | +5.8% | 3,670 | +5.8% | 0.00% | 0.0% |
| Q4 2021 | $694,000 | +77.5% | 3,469 | +60.0% | 0.00% | +100.0% |
| Q3 2021 | $391,000 | -21.2% | 2,168 | -19.6% | 0.00% | 0.0% |
| Q2 2021 | $496,000 | -20.5% | 2,697 | -23.5% | 0.00% | -50.0% |
| Q1 2021 | $624,000 | +2.1% | 3,526 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $611,000 | +24.9% | 3,526 | +7.9% | 0.00% | +50.0% |
| Q3 2020 | $489,000 | +18.7% | 3,268 | +1.1% | 0.00% | 0.0% |
| Q2 2020 | $412,000 | +17.7% | 3,234 | +0.0% | 0.00% | 0.0% |
| Q1 2020 | $350,000 | +21.5% | 3,233 | +49.8% | 0.00% | 0.0% |
| Q4 2019 | $288,000 | +29.7% | 2,158 | +22.9% | 0.00% | +100.0% |
| Q3 2019 | $222,000 | -4.7% | 1,756 | -10.4% | 0.00% | -50.0% |
| Q1 2018 | $233,000 | -6.4% | 1,959 | -0.7% | 0.00% | 0.0% |
| Q4 2017 | $249,000 | +7.3% | 1,972 | +2.3% | 0.00% | 0.0% |
| Q3 2017 | $232,000 | -6.1% | 1,927 | -5.2% | 0.00% | 0.0% |
| Q2 2017 | $247,000 | – | 2,032 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Millennium Group LLC | 26,255 | $5,261,000 | 3.78% |
| First Citizens Financial Corp | 13,342 | $2,673,000 | 2.01% |
| Fernwood Investment Management, LLC | 28,439 | $5,699,000 | 2.00% |
| Fulcrum Equity Management | 13,623 | $2,730,000 | 1.62% |
| Wealthstar Advisors, LLC | 20,605 | $4,122,000 | 1.53% |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6,400 | $1,282,000 | 1.38% |
| CMC Financial Group | 5,300 | $1,086,000 | 1.21% |
| PENOBSCOT WEALTH MANAGEMENT | 6,159 | $1,234,000 | 1.11% |
| Aurora Private Wealth, Inc. | 12,455 | $2,496,000 | 1.03% |
| Stonebridge Financial Planning Group, LLC | 7,328 | $1,468,000 | 0.82% |