ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |