ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 242 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $789 | -53.0% | 12 | +33.3% | 0.00% | – |
| Q3 2023 | $1,679 | -6.9% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $1,803 | -83.2% | 9 | -83.3% | 0.00% | -100.0% |
| Q1 2023 | $10,758 | -35.3% | 54 | -34.1% | 0.00% | 0.0% |
| Q4 2022 | $16,628 | +10.9% | 82 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 82 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | – | 82 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 106,419 | $21,201,857 | 7.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 177,517 | $35,366,721 | 7.00% |
| Genesee Capital Advisors, LLC | 45,051 | $8,975,576 | 6.38% |
| Capitol Family Office, Inc. | 14,405 | $2,869,974 | 5.66% |
| Kaye Capital Management | 52,309 | $10,421,441 | 5.31% |
| D. SCOTT NEAL, INC. | 42,938 | $8,554,571 | 4.78% |
| WealthCare Investment Partners, LLC | 37,327 | $7,436,600 | 4.50% |
| PGIM Custom Harvest LLC | 466,830 | $93,006,618 | 3.86% |
| Millington Financial Advisors, LLC | 16,824 | $3,351,889 | 3.10% |
| Systelligence, LLC | 59,208 | $11,796,010 | 3.03% |