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 | $7,023,569 | -8.1% | 37,937 | -0.1% | 4.27% | -6.9% |
Q2 2023 | $7,644,194 | +2.8% | 37,976 | +1.7% | 4.59% | +2.0% |
Q1 2023 | $7,436,600 | +31.3% | 37,327 | +33.6% | 4.50% | +16.6% |
Q4 2022 | $5,663,549 | +107.2% | 27,930 | +83.7% | 3.86% | +70.6% |
Q3 2022 | $2,734,000 | +80.0% | 15,205 | +95.2% | 2.26% | +74.0% |
Q2 2022 | $1,519,000 | – | 7,790 | – | 1.30% | – |
Download |
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% |