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 | $3,118,069 | -8.0% | 16,718 | -1.2% | 0.38% | -4.1% |
| Q2 2023 | $3,388,501 | +0.8% | 16,918 | +0.2% | 0.39% | -2.2% |
| Q1 2023 | $3,363,084 | -2.6% | 16,880 | -0.9% | 0.40% | -8.4% |
| Q4 2022 | $3,452,370 | +12.0% | 17,025 | -0.7% | 0.44% | +0.9% |
| Q3 2022 | $3,083,000 | -8.2% | 17,146 | -0.5% | 0.43% | +3.8% |
| Q2 2022 | $3,358,000 | -2.8% | 17,227 | -0.1% | 0.42% | +9.1% |
| Q1 2022 | $3,455,000 | +4.3% | 17,242 | +4.3% | 0.38% | +7.9% |
| Q4 2021 | $3,311,000 | +7.0% | 16,538 | -4.0% | 0.36% | +1.7% |
| Q3 2021 | $3,095,000 | -2.8% | 17,231 | -0.5% | 0.35% | -2.8% |
| Q2 2021 | $3,183,000 | +8.9% | 17,312 | +4.9% | 0.36% | +6.8% |
| Q1 2021 | $2,922,000 | +1.8% | 16,508 | -0.2% | 0.34% | -2.3% |
| Q4 2020 | $2,869,000 | +10.4% | 16,547 | -4.9% | 0.34% | -1.7% |
| Q3 2020 | $2,598,000 | +17.4% | 17,399 | +0.3% | 0.35% | +10.4% |
| Q2 2020 | $2,213,000 | +17.5% | 17,350 | -0.4% | 0.32% | +1.6% |
| Q1 2020 | $1,884,000 | -19.1% | 17,415 | -0.4% | 0.31% | +2.6% |
| Q4 2019 | $2,329,000 | +2.8% | 17,489 | -2.4% | 0.30% | -7.6% |
| Q3 2019 | $2,266,000 | +7.5% | 17,915 | +3.3% | 0.33% | +6.5% |
| Q2 2019 | $2,107,000 | +0.3% | 17,348 | -1.3% | 0.31% | -1.9% |
| Q1 2019 | $2,100,000 | +12.7% | 17,579 | +0.4% | 0.32% | +2.6% |
| Q4 2018 | $1,864,000 | -10.5% | 17,515 | +0.0% | 0.31% | +0.7% |
| Q3 2018 | $2,082,000 | -0.1% | 17,513 | -0.6% | 0.30% | -5.6% |
| Q2 2018 | $2,084,000 | -21.2% | 17,617 | -20.8% | 0.32% | -43.9% |
| Q1 2018 | $2,646,000 | -6.7% | 22,256 | -0.5% | 0.58% | +2.1% |
| Q4 2017 | $2,836,000 | +4.5% | 22,376 | -0.5% | 0.56% | +31.2% |
| Q3 2017 | $2,713,000 | -1.0% | 22,480 | -0.2% | 0.43% | -26.1% |
| Q2 2017 | $2,741,000 | +1.1% | 22,520 | -1.3% | 0.58% | +1.2% |
| Q1 2017 | $2,710,000 | – | 22,821 | – | 0.58% | – |
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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% |