ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 243 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $252,708 | -22.3% | 3,843 | -20.1% | 0.02% | -32.0% |
| Q1 2024 | $325,330 | -5.3% | 4,810 | +168.4% | 0.02% | -13.8% |
| Q4 2023 | $343,516 | -6.9% | 1,792 | -9.4% | 0.03% | -17.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |