ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,756 | -6.9% | 3,087 | 0.0% | 0.15% | +1.3% |
| Q2 2023 | $618,295 | +0.5% | 3,087 | 0.0% | 0.15% | -1.9% |
| Q1 2023 | $615,023 | -1.8% | 3,087 | 0.0% | 0.16% | -12.9% |
| Q4 2022 | $625,982 | +7.2% | 3,087 | -4.9% | 0.18% | +13.4% |
| Q3 2022 | $584,000 | -7.7% | 3,246 | 0.0% | 0.16% | -19.5% |
| Q2 2022 | $633,000 | -2.6% | 3,246 | 0.0% | 0.20% | +30.0% |
| Q1 2022 | $650,000 | 0.0% | 3,246 | 0.0% | 0.15% | +11.1% |
| Q4 2021 | $650,000 | +11.5% | 3,246 | 0.0% | 0.14% | 0.0% |
| Q3 2021 | $583,000 | -2.3% | 3,246 | 0.0% | 0.14% | +10.7% |
| Q2 2021 | $597,000 | +3.8% | 3,246 | 0.0% | 0.12% | +16.2% |
| Q1 2021 | $575,000 | +2.1% | 3,246 | 0.0% | 0.10% | -6.2% |
| Q4 2020 | $563,000 | +16.1% | 3,246 | 0.0% | 0.11% | -24.3% |
| Q3 2020 | $485,000 | +17.1% | 3,246 | 0.0% | 0.15% | +12.1% |
| Q2 2020 | $414,000 | +17.9% | 3,246 | 0.0% | 0.13% | +2.3% |
| Q1 2020 | $351,000 | -24.7% | 3,246 | -7.2% | 0.13% | +6.6% |
| Q4 2019 | $466,000 | +5.2% | 3,499 | 0.0% | 0.12% | -19.9% |
| Q3 2019 | $443,000 | -0.4% | 3,499 | -4.4% | 0.15% | +14.4% |
| Q2 2019 | $445,000 | +1.8% | 3,660 | 0.0% | 0.13% | -13.7% |
| Q1 2019 | $437,000 | +12.1% | 3,660 | 0.0% | 0.15% | -0.6% |
| Q4 2018 | $390,000 | -10.3% | 3,660 | 0.0% | 0.15% | -7.2% |
| Q3 2018 | $435,000 | +0.5% | 3,660 | 0.0% | 0.17% | -4.6% |
| Q2 2018 | $433,000 | -0.5% | 3,660 | 0.0% | 0.17% | +10.1% |
| Q1 2018 | $435,000 | -6.0% | 3,660 | 0.0% | 0.16% | +6.8% |
| Q4 2017 | $463,000 | +4.8% | 3,660 | 0.0% | 0.15% | +2.1% |
| Q3 2017 | $442,000 | – | 3,660 | – | 0.14% | – |
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% |