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 | $721,828 | -4.5% | 3,870 | +2.5% | 0.00% | – |
| Q2 2023 | $755,843 | -30.1% | 3,774 | -30.4% | 0.00% | – |
| Q1 2023 | $1,081,096 | +96.8% | 5,426 | +100.3% | 0.00% | – |
| Q4 2022 | $549,253 | -4.8% | 2,709 | -15.7% | 0.00% | – |
| Q3 2022 | $577,000 | +8.5% | 3,212 | +17.6% | 0.00% | – |
| Q2 2022 | $532,000 | +20.6% | 2,732 | +24.0% | 0.00% | – |
| Q1 2022 | $441,000 | -2.4% | 2,204 | -2.5% | 0.00% | – |
| Q4 2021 | $452,000 | +7.1% | 2,261 | -3.7% | 0.00% | – |
| Q3 2021 | $422,000 | +3.7% | 2,349 | +6.1% | 0.00% | – |
| Q2 2021 | $407,000 | +12.1% | 2,213 | +7.8% | 0.00% | – |
| Q1 2021 | $363,000 | +13.1% | 2,052 | +10.9% | 0.00% | – |
| Q4 2020 | $321,000 | +15.9% | 1,851 | 0.0% | 0.00% | – |
| Q3 2020 | $277,000 | +9.1% | 1,851 | -7.0% | 0.00% | – |
| Q2 2020 | $254,000 | -3.1% | 1,991 | -17.8% | 0.00% | – |
| Q1 2020 | $262,000 | -5.4% | 2,421 | +16.3% | 0.00% | – |
| Q4 2019 | $277,000 | -14.2% | 2,081 | -18.5% | 0.00% | – |
| Q3 2019 | $323,000 | +27.2% | 2,552 | +21.9% | 0.00% | – |
| Q2 2019 | $254,000 | +0.4% | 2,094 | -1.0% | 0.00% | – |
| Q1 2019 | $253,000 | -5.9% | 2,116 | -16.4% | 0.00% | – |
| Q4 2018 | $269,000 | -10.9% | 2,530 | -0.5% | 0.00% | – |
| Q3 2018 | $302,000 | +10.6% | 2,542 | +10.3% | 0.00% | – |
| Q2 2018 | $273,000 | -1.1% | 2,304 | -0.6% | 0.00% | – |
| Q1 2018 | $276,000 | +1.8% | 2,319 | +8.3% | 0.00% | – |
| Q4 2017 | $271,000 | +5.0% | 2,142 | 0.0% | 0.00% | – |
| Q3 2017 | $258,000 | -0.4% | 2,142 | 0.0% | 0.00% | – |
| Q2 2017 | $259,000 | +9.3% | 2,142 | +7.7% | 0.00% | – |
| Q1 2017 | $237,000 | +1.3% | 1,989 | -5.6% | 0.00% | – |
| Q4 2016 | $234,000 | -14.0% | 2,106 | -12.7% | 0.00% | – |
| Q3 2016 | $272,000 | +30.1% | 2,413 | +30.1% | 0.00% | – |
| Q2 2016 | $209,000 | – | 1,855 | – | 0.00% | – |
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% |