Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders