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 | $1,097,236 | -15.3% | 16,688 | -12.8% | 0.00% | 0.0% |
| Q1 2024 | $1,294,844 | -23.8% | 19,146 | +115.9% | 0.00% | -33.3% |
| Q4 2023 | $1,699,701 | +58.2% | 8,866 | +53.9% | 0.00% | 0.0% |
| Q3 2023 | $1,074,484 | +1417.1% | 5,761 | +1073.3% | 0.00% | – |
| Q2 2023 | $70,827 | -95.2% | 491 | -93.4% | 0.00% | -100.0% |
| Q1 2023 | $1,489,643 | -27.0% | 7,477 | -25.7% | 0.01% | -45.5% |
| Q4 2022 | $2,039,358 | -44.8% | 10,057 | -51.0% | 0.01% | -50.0% |
| Q3 2022 | $3,694,000 | +20.7% | 20,544 | +30.8% | 0.02% | -4.3% |
| Q2 2022 | $3,061,000 | +678.9% | 15,703 | +699.1% | 0.02% | +666.7% |
| Q4 2021 | $393,000 | – | 1,965 | – | 0.00% | – |
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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% |