ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 48 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692,653 | -2.2% | 36,379 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $707,910 | +132.1% | 36,266 | +128.9% | 0.01% | +100.0% |
| Q1 2023 | $305,026 | -4.6% | 15,846 | -5.9% | 0.01% | 0.0% |
| Q4 2022 | $319,746 | +1.9% | 16,846 | -1.4% | 0.01% | 0.0% |
| Q3 2022 | $313,770 | -7.2% | 17,090 | +0.2% | 0.01% | -16.7% |
| Q2 2022 | $338,000 | -30.9% | 17,054 | -22.0% | 0.01% | -25.0% |
| Q1 2022 | $489,000 | – | 21,856 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRINGER ASSET MANAGEMENT, LLC | 136,271 | $3,371,000 | 2.65% |
| Stonehearth Capital Management, LLC | 111,681 | $2,763,000 | 2.10% |
| IFP Advisors, Inc | 580,380 | $14,359,000 | 0.58% |
| ASPIRIANT, LLC | 243,703 | $6,029,000 | 0.52% |
| First Heartland Consultants, Inc. | 61,995 | $1,534,000 | 0.48% |
| Ahrens Investment Partners LLC | 38,477 | $952,000 | 0.36% |
| Cornerstone Wealth Management, LLC | 606,866 | $23,632,000 | 0.30% |
| Kovack Advisors, Inc. | 43,895 | $1,086,000 | 0.28% |
| WEALTHSOURCE PARTNERS, LLC | 9,417 | $233,000 | 0.06% |
| Geneos Wealth Management Inc. | 32,680 | $808,000 | 0.05% |