Carlson Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. 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
Carlson Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$287,733
-6.4%
1,2310.0%0.02%
-10.5%
Q2 2023$307,487
-6.9%
1,231
-15.1%
0.02%
-9.5%
Q1 2023$330,331
+6.7%
1,4500.0%0.02%
-4.5%
Q4 2022$309,613
+7.5%
1,450
-1.0%
0.02%
-12.0%
Q3 2022$288,000
-38.9%
1,464
-33.9%
0.02%
-39.0%
Q2 2022$471,000
-21.2%
2,2140.0%0.04%
-18.0%
Q1 2022$598,000
-3.4%
2,214
-1.1%
0.05%
-7.4%
Q4 2021$619,000
+14.2%
2,238
+0.4%
0.05%
-6.9%
Q3 2021$542,0002,2280.06%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders