D. SCOTT NEAL, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
D. SCOTT NEAL, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,135,633
-5.7%
43,223
+0.3%
6.95%
+7.2%
Q2 2023$8,629,026
+0.9%
43,083
+0.3%
6.49%
+35.8%
Q1 2023$8,554,571
-7.1%
42,938
-5.5%
4.78%
+6.9%
Q4 2022$9,209,201
+15.0%
45,415
+1.9%
4.47%
+32.8%
Q3 2022$8,011,000
-4.9%
44,547
+3.1%
3.37%
-3.9%
Q2 2022$8,426,00043,2213.50%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders