ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 151 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,851,872 | -7.2% | 9,929 | -0.4% | 0.00% | -33.3% |
| Q2 2023 | $1,995,862 | -0.3% | 9,965 | -0.8% | 0.00% | 0.0% |
| Q1 2023 | $2,001,813 | +0.1% | 10,048 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $1,999,973 | +12.9% | 9,863 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $1,771,000 | -8.6% | 9,848 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $1,937,000 | +118.4% | 9,938 | +124.4% | 0.00% | +200.0% |
| Q1 2022 | $887,000 | +182.5% | 4,428 | +182.0% | 0.00% | 0.0% |
| Q4 2021 | $314,000 | +26.6% | 1,570 | +13.9% | 0.00% | – |
| Q3 2021 | $248,000 | -6.8% | 1,379 | -4.6% | 0.00% | – |
| Q2 2021 | $266,000 | +16.2% | 1,445 | +11.6% | 0.00% | – |
| Q1 2021 | $229,000 | -4.2% | 1,295 | -6.2% | 0.00% | -100.0% |
| Q4 2020 | $239,000 | +16.0% | 1,380 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $206,000 | +10.2% | 1,380 | -10.0% | 0.00% | 0.0% |
| Q2 2017 | $187,000 | -5.1% | 1,533 | -7.5% | 0.00% | 0.0% |
| Q1 2017 | $197,000 | +20.1% | 1,657 | +11.8% | 0.00% | 0.0% |
| Q4 2016 | $164,000 | -3.0% | 1,482 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $169,000 | +19.0% | 1,482 | +20.3% | 0.00% | 0.0% |
| Q2 2016 | $142,000 | -2.1% | 1,232 | -4.5% | 0.00% | 0.0% |
| Q1 2016 | $145,000 | +8.2% | 1,290 | +4.7% | 0.00% | 0.0% |
| Q4 2015 | $134,000 | +6.3% | 1,232 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $126,000 | -3.1% | 1,232 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $130,000 | -0.8% | 1,232 | -1.1% | 0.00% | 0.0% |
| Q4 2014 | $131,000 | +6.5% | 1,246 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $123,000 | -0.8% | 1,246 | 0.0% | 0.00% | -50.0% |
| Q2 2014 | $124,000 | +6.0% | 1,246 | +1.1% | 0.00% | 0.0% |
| Q1 2014 | $117,000 | -0.8% | 1,232 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $118,000 | +7.3% | 1,232 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $110,000 | +2.8% | 1,232 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $107,000 | – | 1,232 | – | 0.00% | – |
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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% |