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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,475 | -6.9% | 1,225 | 0.0% | 0.12% | -3.3% |
| Q2 2023 | $245,355 | +0.5% | 1,225 | 0.0% | 0.12% | -7.0% |
| Q1 2023 | $244,057 | -1.8% | 1,225 | 0.0% | 0.13% | +27.7% |
| Q4 2022 | $248,406 | +12.9% | 1,225 | 0.0% | 0.10% | -18.5% |
| Q3 2022 | $220,000 | -7.9% | 1,225 | 0.0% | 0.12% | -3.9% |
| Q2 2022 | $239,000 | -2.4% | 1,225 | 0.0% | 0.13% | +8.4% |
| Q1 2022 | $245,000 | 0.0% | 1,225 | 0.0% | 0.12% | +16.7% |
| Q4 2021 | $245,000 | +11.4% | 1,225 | 0.0% | 0.10% | +6.2% |
| Q3 2021 | $220,000 | -2.2% | 1,225 | 0.0% | 0.10% | +1.1% |
| Q2 2021 | $225,000 | +3.7% | 1,225 | 0.0% | 0.10% | -2.1% |
| Q1 2021 | $217,000 | +2.4% | 1,225 | 0.0% | 0.10% | -11.8% |
| Q4 2020 | $212,000 | +15.8% | 1,225 | 0.0% | 0.11% | +3.8% |
| Q3 2020 | $183,000 | +17.3% | 1,225 | 0.0% | 0.11% | +24.7% |
| Q2 2020 | $156,000 | +17.3% | 1,225 | 0.0% | 0.08% | -7.6% |
| Q1 2020 | $133,000 | -18.4% | 1,225 | 0.0% | 0.09% | +2.2% |
| Q4 2019 | $163,000 | – | 1,225 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Millennium Group LLC | 26,255 | $5,261,000 | 3.78% |
| First Citizens Financial Corp | 13,342 | $2,673,000 | 2.01% |
| Fernwood Investment Management, LLC | 28,439 | $5,699,000 | 2.00% |
| Fulcrum Equity Management | 13,623 | $2,730,000 | 1.62% |
| Wealthstar Advisors, LLC | 20,605 | $4,122,000 | 1.53% |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6,400 | $1,282,000 | 1.38% |
| CMC Financial Group | 5,300 | $1,086,000 | 1.21% |
| PENOBSCOT WEALTH MANAGEMENT | 6,159 | $1,234,000 | 1.11% |
| Aurora Private Wealth, Inc. | 12,455 | $2,496,000 | 1.03% |
| Stonebridge Financial Planning Group, LLC | 7,328 | $1,468,000 | 0.82% |