ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 151 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,239 | -6.9% | 1,272 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $254,767 | -11.3% | 1,272 | -11.8% | 0.02% | -15.4% |
| Q1 2023 | $287,287 | -7.5% | 1,442 | -5.9% | 0.03% | -7.1% |
| Q4 2022 | $310,657 | +13.0% | 1,532 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $275,000 | -13.2% | 1,532 | -3.2% | 0.03% | +7.7% |
| Q1 2022 | $317,000 | 0.0% | 1,582 | 0.0% | 0.03% | +8.3% |
| Q4 2021 | $317,000 | +11.6% | 1,582 | 0.0% | 0.02% | +33.3% |
| Q3 2021 | $284,000 | -6.6% | 1,582 | -4.2% | 0.02% | -10.0% |
| Q2 2021 | $304,000 | +4.1% | 1,652 | 0.0% | 0.02% | +5.3% |
| Q1 2021 | $292,000 | -7.9% | 1,652 | -9.6% | 0.02% | -13.6% |
| Q4 2020 | $317,000 | +13.6% | 1,827 | -2.4% | 0.02% | +4.8% |
| Q3 2020 | $279,000 | +24.0% | 1,871 | +5.9% | 0.02% | +10.5% |
| Q2 2020 | $225,000 | +3.7% | 1,767 | -12.0% | 0.02% | -32.1% |
| Q1 2020 | $217,000 | -19.6% | 2,009 | -1.0% | 0.03% | 0.0% |
| Q4 2019 | $270,000 | 0.0% | 2,030 | -5.0% | 0.03% | -3.4% |
| Q3 2019 | $270,000 | – | 2,137 | – | 0.03% | – |
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% |