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 ↓ |
|---|---|---|---|
| WealthSpring Partners, LLC | 60,785 | $11,336,908 | 8.47% |
| D. SCOTT NEAL, INC. | 43,223 | $8,135,633 | 6.95% |
| Gilfoyle & Co LLC | 10 | $1,904 | 4.89% |
| Kaye Capital Management | 53,477 | $9,973,960 | 4.57% |
| Wyrmwood Management LLC | 10 | $1,910 | 4.51% |
| WealthCare Investment Partners, LLC | 37,937 | $7,023,569 | 4.27% |
| PGIM Custom Harvest LLC | 511,824 | $95,460,335 | 3.52% |
| Bellwether Advisors, LLC | 66,949 | $12,486,658 | 3.40% |
| SFI Advisors, LLC | 17,532 | $3,269,893 | 3.20% |
| Genesee Capital Advisors, LLC | 16,659 | $3,107,155 | 2.23% |