ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 237 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,132 | -11.8% | 1,979 | -5.3% | 0.04% | -28.6% |
| Q2 2023 | $418,416 | +8.5% | 2,089 | +7.9% | 0.05% | +6.5% |
| Q1 2023 | $385,761 | -3.4% | 1,936 | -1.7% | 0.05% | -13.2% |
| Q4 2022 | $399,314 | +20.6% | 1,969 | +6.8% | 0.05% | +6.0% |
| Q3 2022 | $331,000 | +14.9% | 1,843 | +24.5% | 0.05% | +16.3% |
| Q2 2022 | $288,000 | +15.7% | 1,480 | +19.0% | 0.04% | +30.3% |
| Q1 2022 | $249,000 | – | 1,244 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthSpring Partners, LLC | 60,785 | $11,336,908 | 8.47% |
| D. SCOTT NEAL, INC. | 43,223 | $8,135,633 | 6.95% |
| Gilfoyle & Co LLC | 10 | $1,904 | 4.89% |
| Kaye Capital Management | 53,477 | $9,973,960 | 4.57% |
| Wyrmwood Management LLC | 10 | $1,910 | 4.51% |
| WealthCare Investment Partners, LLC | 37,937 | $7,023,569 | 4.27% |
| PGIM Custom Harvest LLC | 511,824 | $95,460,335 | 3.52% |
| Bellwether Advisors, LLC | 66,949 | $12,486,658 | 3.40% |
| SFI Advisors, LLC | 17,532 | $3,269,893 | 3.20% |
| Genesee Capital Advisors, LLC | 16,659 | $3,107,155 | 2.23% |