ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 237 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| New Millennium Group LLC | 26,255 | $5,261,000 | 3.78% |
| First Citizens Financial Corp | 13,342 | $2,673,000 | 2.01% |
| Fernwood Investment Management, LLC | 28,439 | $5,699,000 | 2.00% |
| Fulcrum Equity Management | 13,623 | $2,730,000 | 1.62% |
| Wealthstar Advisors, LLC | 20,605 | $4,122,000 | 1.53% |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6,400 | $1,282,000 | 1.38% |
| CMC Financial Group | 5,300 | $1,086,000 | 1.21% |
| PENOBSCOT WEALTH MANAGEMENT | 6,159 | $1,234,000 | 1.11% |
| Aurora Private Wealth, Inc. | 12,455 | $2,496,000 | 1.03% |
| Stonebridge Financial Planning Group, LLC | 7,328 | $1,468,000 | 0.82% |