Well Done, LLC - ISHARES TR ownership

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
Well Done, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,665,304
-7.9%
19,652
-1.1%
0.81%
-4.0%
Q2 2023$3,978,970
-1.6%
19,866
-2.1%
0.85%
-3.3%
Q1 2023$4,044,563
+0.7%
20,301
+2.5%
0.88%
+1.4%
Q4 2022$4,016,300
+35.0%
19,806
+19.7%
0.86%
+18.7%
Q3 2022$2,974,00016,5400.73%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders