ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,667 | -6.9% | 1,092 | 0.0% | 0.05% | -5.4% |
| Q2 2023 | $218,715 | +0.6% | 1,092 | 0.0% | 0.06% | -28.2% |
| Q1 2023 | $217,467 | -1.7% | 1,092 | +0.1% | 0.08% | -10.3% |
| Q4 2022 | $221,264 | -1.7% | 1,091 | -12.7% | 0.09% | -23.0% |
| Q3 2022 | $225,000 | -10.4% | 1,249 | -3.2% | 0.11% | +8.7% |
| Q2 2022 | $251,000 | -2.7% | 1,290 | +0.1% | 0.10% | -1.0% |
| Q1 2022 | $258,000 | 0.0% | 1,289 | +0.1% | 0.10% | -3.7% |
| Q4 2021 | $258,000 | +11.7% | 1,288 | +0.2% | 0.11% | -11.4% |
| Q3 2021 | $231,000 | -9.1% | 1,286 | -6.7% | 0.12% | -13.4% |
| Q2 2021 | $254,000 | +4.1% | 1,379 | +0.2% | 0.14% | -24.5% |
| Q1 2021 | $244,000 | +33.3% | 1,376 | +12.1% | 0.19% | +20.5% |
| Q4 2020 | $183,000 | – | 1,228 | – | 0.16% | – |
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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% |