ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 54 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $411,127 | -85.1% | 4,725 | -68.7% | 0.02% | -84.4% |
| Q1 2024 | $2,755,583 | +27.8% | 15,088 | +6.9% | 0.16% | +13.5% |
| Q4 2023 | $2,156,532 | -43.5% | 14,116 | -72.7% | 0.14% | -48.2% |
| Q2 2023 | $3,814,795 | +1.4% | 51,636 | -0.1% | 0.27% | +0.7% |
| Q1 2023 | $3,760,619 | +172.1% | 51,699 | +35.9% | 0.27% | +187.2% |
| Q4 2020 | $1,382,000 | +30.1% | 38,055 | +67.0% | 0.09% | -6.9% |
| Q2 2020 | $1,062,000 | – | 22,784 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Worth Financial Advisory Group, LLC | 20,530 | $395,203 | 0.38% |
| LVW Advisors, LLC | 76,680 | $1,476,090 | 0.29% |
| Financial Advocates Investment Management | 51,699 | $3,760,619 | 0.27% |
| MYCIO WEALTH PARTNERS, LLC | 28,217 | $543,178 | 0.19% |
| First Heartland Consultants, Inc. | 60,635 | $1,167,227 | 0.18% |
| Cedar Brook Financial Partners, LLC | 21,311 | $410,235 | 0.10% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 2,682 | $516,257 | 0.08% |
| HANCOCK WHITNEY CORP | 66,403 | $1,278,000 | 0.05% |
| Mayflower Financial Advisors, LLC | 19,657 | $378,397 | 0.05% |
| Kovack Advisors, Inc. | 17,315 | $333,314 | 0.04% |