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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $89,130 | +0.5% | 445 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $88,658 | -2.8% | 445 | -1.1% | 0.01% | 0.0% |
| Q4 2022 | $91,251 | +12.7% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $81,000 | -8.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $88,000 | -2.2% | 450 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $90,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $90,000 | +11.1% | 450 | 0.0% | 0.01% | +11.1% |
| Q3 2021 | $81,000 | -2.4% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $83,000 | -7.8% | 450 | -11.8% | 0.01% | -18.2% |
| Q1 2021 | $90,000 | +15.4% | 510 | +13.3% | 0.01% | 0.0% |
| Q4 2020 | $78,000 | +16.4% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $67,000 | +17.5% | 450 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $57,000 | +16.3% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -18.3% | 450 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $60,000 | +1.7% | 450 | -3.2% | 0.02% | 0.0% |
| Q3 2019 | $59,000 | +5.4% | 465 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $56,000 | -26.3% | 465 | -27.3% | 0.02% | -31.8% |
| Q1 2019 | $76,000 | +11.8% | 640 | 0.0% | 0.02% | -4.3% |
| Q4 2018 | $68,000 | -10.5% | 640 | 0.0% | 0.02% | -8.0% |
| Q3 2018 | $76,000 | 0.0% | 640 | 0.0% | 0.02% | -3.8% |
| Q2 2018 | $76,000 | 0.0% | 640 | 0.0% | 0.03% | -10.3% |
| Q1 2018 | $76,000 | -12.6% | 640 | -7.2% | 0.03% | -25.6% |
| Q4 2017 | $87,000 | +4.8% | 690 | 0.0% | 0.04% | -4.9% |
| Q3 2017 | $83,000 | -26.5% | 690 | -25.4% | 0.04% | -16.3% |
| Q2 2017 | $113,000 | – | 925 | – | 0.05% | – |
Download | ||||||
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% |