ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,999 | -8.4% | 6,380 | -1.6% | 0.76% | -3.5% |
| Q2 2023 | $1,298,601 | +0.5% | 6,484 | +0.0% | 0.79% | -5.2% |
| Q1 2023 | $1,291,623 | -2.9% | 6,483 | -1.1% | 0.83% | -5.8% |
| Q4 2022 | $1,329,552 | +12.8% | 6,557 | +0.0% | 0.88% | +7.3% |
| Q3 2022 | $1,179,000 | -11.0% | 6,556 | -3.5% | 0.82% | -8.2% |
| Q2 2022 | $1,325,000 | -9.7% | 6,795 | -7.3% | 0.90% | +9.4% |
| Q1 2022 | $1,468,000 | -1.7% | 7,328 | -1.0% | 0.82% | +4.8% |
| Q4 2021 | $1,494,000 | +6.8% | 7,404 | -0.2% | 0.78% | +14.6% |
| Q3 2021 | $1,399,000 | -0.4% | 7,419 | -2.6% | 0.68% | -8.2% |
| Q2 2021 | $1,405,000 | +1.0% | 7,618 | -0.6% | 0.74% | -8.4% |
| Q1 2021 | $1,391,000 | +4.1% | 7,663 | -0.5% | 0.81% | -3.9% |
| Q4 2020 | $1,336,000 | +14.0% | 7,703 | +2.0% | 0.85% | +0.4% |
| Q3 2020 | $1,172,000 | +20.1% | 7,551 | +0.0% | 0.84% | +1.4% |
| Q2 2020 | $976,000 | +10.9% | 7,548 | -1.6% | 0.83% | -5.2% |
| Q1 2020 | $880,000 | -23.5% | 7,669 | -11.2% | 0.88% | -15.7% |
| Q4 2019 | $1,150,000 | – | 8,639 | – | 1.04% | – |
Download | ||||||
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% |