ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,805,410 | +34.6% | 9,680 | +44.6% | 0.04% | +33.3% |
| Q2 2023 | $1,341,038 | +17.6% | 6,695 | +17.0% | 0.03% | +12.5% |
| Q1 2023 | $1,140,143 | +29.4% | 5,723 | +31.7% | 0.02% | +20.0% |
| Q4 2022 | $881,176 | +18.0% | 4,345 | +4.7% | 0.02% | +11.1% |
| Q3 2022 | $747,000 | -10.5% | 4,150 | -3.0% | 0.02% | -10.0% |
| Q2 2022 | $835,000 | +30.3% | 4,280 | +33.9% | 0.02% | +53.8% |
| Q1 2022 | $641,000 | -0.9% | 3,197 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $647,000 | +12.1% | 3,232 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $577,000 | -1.9% | 3,212 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $588,000 | +34.6% | 3,198 | +29.4% | 0.01% | +18.2% |
| Q1 2021 | $437,000 | -2.7% | 2,471 | -4.6% | 0.01% | -8.3% |
| Q4 2020 | $449,000 | +32.4% | 2,589 | +14.0% | 0.01% | +20.0% |
| Q3 2020 | $339,000 | +56.9% | 2,271 | +24.0% | 0.01% | +25.0% |
| Q2 2018 | $216,000 | -7.3% | 1,832 | -6.5% | 0.01% | -11.1% |
| Q1 2018 | $233,000 | – | 1,960 | – | 0.01% | – |
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% |