Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 142 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 ↓
MinichMacGregor Wealth Management, LLC 106,419$21,201,8577.02%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 177,517$35,366,7217.00%
Genesee Capital Advisors, LLC 45,051$8,975,5766.38%
Capitol Family Office, Inc. 14,405$2,869,9745.66%
Kaye Capital Management 52,309$10,421,4415.31%
D. SCOTT NEAL, INC. 42,938$8,554,5714.78%
WealthCare Investment Partners, LLC 37,327$7,436,6004.50%
PGIM Custom Harvest LLC 466,830$93,006,6183.86%
Millington Financial Advisors, LLC 16,824$3,351,8893.10%
Systelligence, LLC 59,208$11,796,0103.03%
View complete list of ISHARES TR shareholders