Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,794,207
+2.7%
13,779
-9.0%
2.29%
-0.7%
Q3 2022$2,722,000
-9.1%
15,138
-1.4%
2.30%
-4.6%
Q2 2022$2,993,000
+9.6%
15,355
+12.7%
2.41%
+49.3%
Q1 2022$2,730,000
+188.0%
13,623
+164.4%
1.62%
+356.8%
Q2 2021$948,000
-67.7%
5,153
-73.8%
0.35%
-74.0%
Q3 2020$2,934,000
-21.5%
19,642
-33.5%
1.36%
-28.1%
Q3 2019$3,737,00029,5471.89%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders