D. SCOTT NEAL, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 225 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders