ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 237 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,233 | -40.7% | 2,183 | -49.9% | 0.02% | +20.0% |
| Q2 2023 | $687,216 | +176.2% | 4,358 | +101.5% | 0.02% | +36.4% |
| Q1 2023 | $248,806 | +95228.0% | 2,163 | -4.0% | 0.01% | +57.1% |
| Q4 2022 | $261 | -99.9% | 2,253 | -11.2% | 0.01% | -12.5% |
| Q3 2022 | $299,000 | +17.7% | 2,538 | +15.5% | 0.01% | 0.0% |
| Q2 2022 | $254,000 | -19.9% | 2,197 | -15.7% | 0.01% | +100.0% |
| Q1 2022 | $317,000 | +3422.2% | 2,605 | +5820.5% | 0.00% | – |
| Q4 2021 | $9,000 | -83.0% | 44 | -83.0% | 0.00% | -100.0% |
| Q3 2021 | $53,000 | -13.1% | 259 | -20.3% | 0.00% | 0.0% |
| Q2 2021 | $61,000 | +35.6% | 325 | +31.0% | 0.00% | 0.0% |
| Q1 2021 | $45,000 | – | 248 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 6 | -85.0% | 0.00% | – |
| Q1 2020 | $1,000 | -75.0% | 40 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | -98.7% | 40 | -98.6% | 0.00% | -100.0% |
| Q4 2018 | $311,000 | -21.3% | 2,929 | -11.8% | 0.02% | +18.8% |
| Q3 2018 | $395,000 | +489.6% | 3,322 | +486.9% | 0.02% | +433.3% |
| Q2 2018 | $67,000 | -8.2% | 566 | -1.0% | 0.00% | 0.0% |
| Q1 2018 | $73,000 | 0.0% | 572 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $73,000 | -82.5% | 572 | -83.4% | 0.00% | -82.4% |
| Q3 2017 | $416,000 | -58.8% | 3,444 | -58.5% | 0.02% | -60.5% |
| Q2 2017 | $1,010,000 | +1703.6% | 8,295 | +1661.1% | 0.04% | +2050.0% |
| Q1 2017 | $56,000 | 0.0% | 471 | -7.1% | 0.00% | -33.3% |
| Q4 2016 | $56,000 | -40.4% | 507 | -38.7% | 0.00% | -40.0% |
| Q3 2016 | $94,000 | -37.3% | 827 | -36.4% | 0.01% | -37.5% |
| Q2 2016 | $150,000 | -43.2% | 1,301 | -46.6% | 0.01% | -55.6% |
| Q4 2015 | $264,000 | – | 2,438 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthSpring Partners, LLC | 60,785 | $11,336,908 | 8.47% |
| D. SCOTT NEAL, INC. | 43,223 | $8,135,633 | 6.95% |
| Gilfoyle & Co LLC | 10 | $1,904 | 4.89% |
| Kaye Capital Management | 53,477 | $9,973,960 | 4.57% |
| Wyrmwood Management LLC | 10 | $1,910 | 4.51% |
| WealthCare Investment Partners, LLC | 37,937 | $7,023,569 | 4.27% |
| PGIM Custom Harvest LLC | 511,824 | $95,460,335 | 3.52% |
| Bellwether Advisors, LLC | 66,949 | $12,486,658 | 3.40% |
| SFI Advisors, LLC | 17,532 | $3,269,893 | 3.20% |
| Genesee Capital Advisors, LLC | 16,659 | $3,107,155 | 2.23% |