AUA CAPITAL MANAGEMENT, LLC - ISHARES TR ownership

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
AUA CAPITAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$81,315
+12.9%
4010.0%0.06%
+14.6%
Q3 2022$72,000
-7.7%
4010.0%0.05%
+6.7%
Q2 2022$78,000
+13.0%
401
+16.9%
0.04%
+21.6%
Q1 2022$69,0000.0%3430.0%0.04%
-7.5%
Q4 2021$69,000
+9.5%
343
-1.7%
0.04%0.0%
Q3 2021$63,000
-1.6%
3490.0%0.04%0.0%
Q2 2021$64,000
+3.2%
3490.0%0.04%
-2.4%
Q1 2021$62,000
+3.3%
349
+1.2%
0.04%
-4.7%
Q4 2020$60,000
+17.6%
345
+1.5%
0.04%
+2.4%
Q3 2020$51,000
+18.6%
3400.0%0.04%
-2.3%
Q2 2020$43,000
-44.9%
340
-52.7%
0.04%
-41.9%
Q1 2020$78,000
-18.8%
7190.0%0.07%
-6.3%
Q4 2019$96,000
+5.5%
7190.0%0.08%
+8.2%
Q3 2019$91,000
+4.6%
7190.0%0.07%
+4.3%
Q2 2019$87,000
+1.2%
7190.0%0.07%
-2.8%
Q1 2019$86,000
+11.7%
7190.0%0.07%
+2.9%
Q4 2018$77,000
-9.4%
7190.0%0.07%
+4.5%
Q3 2018$85,000
-9.6%
719
-9.8%
0.07%
-18.3%
Q2 2018$94,000
-32.4%
797
-32.0%
0.08%
-30.5%
Q1 2018$139,000
-25.3%
1,172
-19.9%
0.12%
-29.3%
Q4 2017$186,000
+5.1%
1,4640.0%0.17%
+2.5%
Q3 2017$177,000
-0.6%
1,4640.0%0.16%
+1.9%
Q2 2017$178,000
+2.3%
1,4640.0%0.16%
-8.0%
Q1 2017$174,000
+7.4%
1,4640.0%0.17%
+12.3%
Q4 2016$162,0001,4640.16%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders