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 ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 13,139 | $2,360,000 | 1.88% |
| Fernwood Investment Management, LLC | 28,724 | $5,159,000 | 1.77% |
| Demars Financial Group, LLC | 11,269 | $2,024,000 | 1.19% |
| Grace Capital | 8,634 | $1,589,000 | 0.98% |
| Paradigm Financial Advisors, LLC | 22,140 | $3,976,000 | 0.92% |
| Aurora Private Wealth, Inc. | 10,699 | $1,922,000 | 0.78% |
| Stonebridge Financial Planning Group, LLC | 7,419 | $1,399,000 | 0.68% |
| Essex LLC | 10,947 | $1,966,000 | 0.54% |
| Conservest Capital Advisors, Inc. | 17,231 | $3,095,000 | 0.35% |
| PGIM Custom Harvest LLC | 11,308 | $2,031,000 | 0.31% |