ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |