ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 54 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,376 | -2.5% | 650 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12,688 | -60.9% | 650 | -61.4% | 0.01% | -68.8% |
| Q1 2023 | $32,457 | +1.4% | 1,686 | 0.0% | 0.02% | +6.7% |
| Q4 2022 | $32,000 | +3.2% | 1,686 | -1.5% | 0.02% | -6.2% |
| Q3 2022 | $31,000 | -50.0% | 1,711 | -45.7% | 0.02% | -48.4% |
| Q2 2022 | $62,000 | -12.7% | 3,151 | -0.9% | 0.03% | -3.1% |
| Q1 2022 | $71,000 | -6.6% | 3,181 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $76,000 | -1.3% | 3,181 | -0.6% | 0.03% | -13.9% |
| Q3 2021 | $77,000 | -1.3% | 3,201 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $78,000 | +2.6% | 3,201 | -0.9% | 0.04% | -5.4% |
| Q1 2021 | $76,000 | -2.6% | 3,231 | -0.9% | 0.04% | -15.9% |
| Q4 2020 | $78,000 | +4.0% | 3,261 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $75,000 | – | 3,261 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRINGER ASSET MANAGEMENT, LLC | 136,271 | $3,371,000 | 2.65% |
| Stonehearth Capital Management, LLC | 111,681 | $2,763,000 | 2.10% |
| IFP Advisors, Inc | 580,380 | $14,359,000 | 0.58% |
| ASPIRIANT, LLC | 243,703 | $6,029,000 | 0.52% |
| First Heartland Consultants, Inc. | 61,995 | $1,534,000 | 0.48% |
| Ahrens Investment Partners LLC | 38,477 | $952,000 | 0.36% |
| Cornerstone Wealth Management, LLC | 606,866 | $23,632,000 | 0.30% |
| Kovack Advisors, Inc. | 43,895 | $1,086,000 | 0.28% |
| WEALTHSOURCE PARTNERS, LLC | 9,417 | $233,000 | 0.06% |
| Geneos Wealth Management Inc. | 32,680 | $808,000 | 0.05% |