ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 244 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,893 | +4.0% | 44,052 | +7.1% | 1.72% | -2.0% |
| Q1 2024 | $2,781 | +17.5% | 41,127 | +233.2% | 1.76% | +10.1% |
| Q4 2023 | $2,366 | +7.4% | 12,342 | +4.5% | 1.60% | -4.4% |
| Q3 2023 | $2,204 | +27.8% | 11,815 | +37.3% | 1.67% | +32.1% |
| Q2 2023 | $1,724 | +2.3% | 8,604 | +1.7% | 1.26% | -3.7% |
| Q1 2023 | $1,686 | +7.5% | 8,464 | +9.4% | 1.31% | -3.7% |
| Q4 2022 | $1,569 | -99.9% | 7,737 | +8.6% | 1.36% | +9.9% |
| Q3 2022 | $1,282,000 | +2.3% | 7,126 | +10.9% | 1.24% | +1.5% |
| Q2 2022 | $1,253,000 | +1.5% | 6,427 | +4.4% | 1.22% | +10.2% |
| Q1 2022 | $1,234,000 | – | 6,159 | – | 1.11% | – |
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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% |