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 | $959,034 | +26.6% | 5,142 | +35.9% | 0.40% | +26.8% |
| Q2 2023 | $757,697 | +16.9% | 3,783 | +16.3% | 0.31% | +9.4% |
| Q1 2023 | $647,896 | -1.8% | 3,252 | 0.0% | 0.29% | -8.9% |
| Q4 2022 | $659,441 | +23.0% | 3,252 | +9.1% | 0.31% | +13.4% |
| Q3 2022 | $536,000 | -7.9% | 2,981 | -0.1% | 0.28% | -4.2% |
| Q2 2022 | $582,000 | – | 2,983 | – | 0.29% | – |
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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% |