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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,991 | -6.0% | 1,875 | 0.0% | 0.07% | -4.1% |
| Q2 2023 | $375,494 | +3.1% | 1,875 | +2.6% | 0.07% | -3.9% |
| Q1 2023 | $364,235 | -3.0% | 1,828 | -1.2% | 0.08% | -11.6% |
| Q4 2022 | $375,387 | +15.1% | 1,851 | +2.0% | 0.09% | +11.7% |
| Q3 2022 | $326,000 | -5.5% | 1,815 | +5.8% | 0.08% | +6.9% |
| Q2 2022 | $345,000 | +5.8% | 1,715 | +5.4% | 0.07% | +5.9% |
| Q1 2022 | $326,000 | +1.9% | 1,627 | +1.9% | 0.07% | +1.5% |
| Q4 2021 | $320,000 | +24.0% | 1,597 | +11.1% | 0.07% | +15.5% |
| Q3 2021 | $258,000 | -1.5% | 1,438 | +1.0% | 0.06% | -3.3% |
| Q2 2021 | $262,000 | +10.1% | 1,424 | +5.6% | 0.06% | +5.3% |
| Q1 2021 | $238,000 | – | 1,348 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 13,139 | $2,360,000 | 1.88% |
| Fernwood Investment Management, LLC | 28,724 | $5,159,000 | 1.77% |
| Demars Financial Group, LLC | 11,269 | $2,024,000 | 1.19% |
| Grace Capital | 8,634 | $1,589,000 | 0.98% |
| Paradigm Financial Advisors, LLC | 22,140 | $3,976,000 | 0.92% |
| Aurora Private Wealth, Inc. | 10,699 | $1,922,000 | 0.78% |
| Stonebridge Financial Planning Group, LLC | 7,419 | $1,399,000 | 0.68% |
| Essex LLC | 10,947 | $1,966,000 | 0.54% |
| Conservest Capital Advisors, Inc. | 17,231 | $3,095,000 | 0.35% |
| PGIM Custom Harvest LLC | 11,308 | $2,031,000 | 0.31% |