ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 244 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $285 | -99.9% | 1,432 | -23.6% | 0.02% | +83.3% |
| Q1 2021 | $341,000 | +145.3% | 1,875 | +134.4% | 0.01% | +100.0% |
| Q4 2020 | $139,000 | +16.8% | 800 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $119,000 | +16.7% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $102,000 | +17.2% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $87,000 | -18.7% | 800 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $107,000 | -6.1% | 800 | -11.1% | 0.01% | -11.1% |
| Q3 2019 | $114,000 | – | 900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 106,419 | $21,201,857 | 7.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 177,517 | $35,366,721 | 7.00% |
| Genesee Capital Advisors, LLC | 45,051 | $8,975,576 | 6.38% |
| Capitol Family Office, Inc. | 14,405 | $2,869,974 | 5.66% |
| Kaye Capital Management | 52,309 | $10,421,441 | 5.31% |
| D. SCOTT NEAL, INC. | 42,938 | $8,554,571 | 4.78% |
| WealthCare Investment Partners, LLC | 37,327 | $7,436,600 | 4.50% |
| PGIM Custom Harvest LLC | 466,830 | $93,006,618 | 3.86% |
| Millington Financial Advisors, LLC | 16,824 | $3,351,889 | 3.10% |
| Systelligence, LLC | 59,208 | $11,796,010 | 3.03% |