ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 225 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $469,014 | -0.1% | 2,515 | +7.2% | 0.26% | -3.7% |
| Q2 2023 | $469,617 | +0.9% | 2,345 | +0.4% | 0.27% | -9.1% |
| Q1 2023 | $465,251 | +26.3% | 2,335 | +28.5% | 0.30% | +12.1% |
| Q4 2022 | $368,494 | +10.3% | 1,817 | -2.3% | 0.26% | +10.9% |
| Q3 2022 | $334,000 | -7.5% | 1,859 | +0.4% | 0.24% | +16.1% |
| Q2 2022 | $361,000 | -2.4% | 1,852 | +0.3% | 0.20% | +15.8% |
| Q1 2022 | $370,000 | +14.9% | 1,847 | +14.8% | 0.18% | +18.8% |
| Q4 2021 | $322,000 | +11.8% | 1,609 | +0.4% | 0.15% | -0.7% |
| Q3 2021 | $288,000 | -2.0% | 1,603 | +0.3% | 0.15% | -5.1% |
| Q2 2021 | $294,000 | +3.9% | 1,599 | +0.2% | 0.16% | -2.5% |
| Q1 2021 | $283,000 | +2.5% | 1,596 | +0.2% | 0.16% | -9.5% |
| Q4 2020 | $276,000 | +23.8% | 1,593 | +6.2% | 0.18% | -7.7% |
| Q3 2020 | $223,000 | – | 1,500 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Millennium Group LLC | 26,255 | $5,261,000 | 3.78% |
| First Citizens Financial Corp | 13,342 | $2,673,000 | 2.01% |
| Fernwood Investment Management, LLC | 28,439 | $5,699,000 | 2.00% |
| Fulcrum Equity Management | 13,623 | $2,730,000 | 1.62% |
| Wealthstar Advisors, LLC | 20,605 | $4,122,000 | 1.53% |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6,400 | $1,282,000 | 1.38% |
| CMC Financial Group | 5,300 | $1,086,000 | 1.21% |
| PENOBSCOT WEALTH MANAGEMENT | 6,159 | $1,234,000 | 1.11% |
| Aurora Private Wealth, Inc. | 12,455 | $2,496,000 | 1.03% |
| Stonebridge Financial Planning Group, LLC | 7,328 | $1,468,000 | 0.82% |