ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 243 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $284 | +6.0% | 4,200 | +200.0% | 0.04% | -5.1% |
| Q4 2023 | $268 | +1.5% | 1,400 | 0.0% | 0.04% | -7.1% |
| Q3 2023 | $264 | -5.7% | 1,400 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $280 | +0.4% | 1,400 | 0.0% | 0.04% | -8.5% |
| Q1 2023 | $279 | -99.9% | 1,400 | 0.0% | 0.05% | -7.8% |
| Q4 2022 | $283,892 | +12.7% | 1,400 | 0.0% | 0.05% | +6.2% |
| Q3 2022 | $252,000 | -7.7% | 1,400 | 0.0% | 0.05% | +6.7% |
| Q2 2022 | $273,000 | -2.8% | 1,400 | 0.0% | 0.04% | +15.4% |
| Q1 2022 | $281,000 | +0.4% | 1,400 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $280,000 | +11.6% | 1,400 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $251,000 | -2.3% | 1,400 | 0.0% | 0.04% | -5.1% |
| Q2 2021 | $257,000 | +3.6% | 1,400 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $248,000 | +2.1% | 1,400 | 0.0% | 0.04% | -6.8% |
| Q4 2020 | $243,000 | – | 1,400 | – | 0.04% | – |
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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% |