ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $453,108 | -2.7% | 6,891 | +0.1% | 0.04% | -5.4% |
| Q1 2024 | $465,708 | +5.9% | 6,886 | +200.0% | 0.04% | -2.6% |
| Q4 2023 | $439,880 | -61.7% | 2,295 | -62.8% | 0.04% | -63.8% |
| Q3 2023 | $1,149,547 | -6.9% | 6,163 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $1,234,479 | +0.6% | 6,163 | +0.0% | 0.10% | -3.7% |
| Q1 2023 | $1,227,661 | +1.7% | 6,162 | +0.0% | 0.11% | +2.9% |
| Q4 2022 | $1,206,781 | +12.2% | 6,161 | +2.9% | 0.10% | -5.4% |
| Q3 2022 | $1,076,000 | +124.6% | 5,986 | +143.6% | 0.11% | +136.2% |
| Q2 2022 | $479,000 | -2.6% | 2,457 | +0.0% | 0.05% | +9.3% |
| Q1 2022 | $492,000 | +0.2% | 2,456 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $491,000 | +11.6% | 2,456 | +0.0% | 0.04% | +5.0% |
| Q3 2021 | $440,000 | -2.4% | 2,455 | 0.0% | 0.04% | -4.8% |
| Q2 2021 | $451,000 | +3.9% | 2,455 | +0.0% | 0.04% | -2.3% |
| Q1 2021 | $434,000 | -19.6% | 2,454 | -21.2% | 0.04% | -47.6% |
| Q4 2020 | $540,000 | +16.1% | 3,114 | 0.0% | 0.08% | +46.4% |
| Q3 2020 | $465,000 | -99.9% | 3,114 | +5.1% | 0.06% | +16.7% |
| Q2 2020 | $377,960,000 | +118012.5% | 2,963 | +0.1% | 0.05% | -2.0% |
| Q1 2020 | $320,000 | -18.8% | 2,961 | 0.0% | 0.05% | -3.9% |
| Q4 2019 | $394,000 | +6.8% | 2,961 | +0.0% | 0.05% | 0.0% |
| Q3 2019 | $369,000 | +2.8% | 2,960 | +0.0% | 0.05% | +2.0% |
| Q2 2019 | $359,000 | +1.7% | 2,959 | +0.0% | 0.05% | -3.8% |
| Q1 2019 | $353,000 | – | 2,958 | – | 0.05% | – |
Download | ||||||
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% |