ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 115 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,959 | -2.8% | 0 | -100.0% | 0.00% | 0.0% |
| Q1 2024 | $3,043 | +5.3% | 45 | +200.0% | 0.00% | 0.0% |
| Q4 2023 | $2,890 | +3.3% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,798 | -6.9% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,004 | +0.5% | 15 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,988 | -1.8% | 15 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,042 | +1.4% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | -40.0% | 15 | -61.5% | 0.00% | -75.0% |
| Q1 2020 | $5,000 | +150.0% | 39 | +160.0% | 0.00% | +300.0% |
| Q4 2019 | $2,000 | – | 15 | – | 0.00% | – |
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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% |