ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,970 | -2.2% | 3,178 | +0.6% | 0.14% | 0.0% |
| Q1 2024 | $213,703 | -0.3% | 3,160 | +182.6% | 0.14% | -8.6% |
| Q4 2023 | $214,280 | +3.0% | 1,118 | +0.2% | 0.15% | -1.9% |
| Q3 2023 | $208,124 | -8.1% | 1,116 | -1.3% | 0.16% | +4.0% |
| Q2 2023 | $226,505 | -1.2% | 1,131 | -1.7% | 0.15% | -9.7% |
| Q1 2023 | $229,193 | -19.7% | 1,150 | -18.3% | 0.16% | -31.5% |
| Q4 2022 | $285,437 | -43.1% | 1,408 | -50.4% | 0.24% | -24.5% |
| Q1 2021 | $502,000 | – | 2,839 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 106,419 | $21,201,857 | 7.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 177,517 | $35,366,721 | 7.00% |
| Genesee Capital Advisors, LLC | 45,051 | $8,975,576 | 6.38% |
| Capitol Family Office, Inc. | 14,405 | $2,869,974 | 5.66% |
| Kaye Capital Management | 52,309 | $10,421,441 | 5.31% |
| D. SCOTT NEAL, INC. | 42,938 | $8,554,571 | 4.78% |
| WealthCare Investment Partners, LLC | 37,327 | $7,436,600 | 4.50% |
| PGIM Custom Harvest LLC | 466,830 | $93,006,618 | 3.86% |
| Millington Financial Advisors, LLC | 16,824 | $3,351,889 | 3.10% |
| Systelligence, LLC | 59,208 | $11,796,010 | 3.03% |