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 | $441,655 | -8.2% | 2,368 | -1.5% | 0.00% | – |
| Q2 2023 | $481,296 | +2.0% | 2,403 | +1.5% | 0.00% | – |
| Q1 2023 | $471,776 | -38.6% | 2,368 | -37.5% | 0.00% | -100.0% |
| Q4 2022 | $767,928 | +72.6% | 3,787 | +53.4% | 0.00% | – |
| Q3 2022 | $445,000 | -7.7% | 2,468 | 0.0% | 0.00% | – |
| Q2 2022 | $482,000 | -3.2% | 2,468 | -0.6% | 0.00% | – |
| Q1 2022 | $498,000 | +45.6% | 2,484 | +44.9% | 0.00% | – |
| Q4 2021 | $342,000 | +10.7% | 1,714 | 0.0% | 0.00% | – |
| Q3 2021 | $309,000 | -1.9% | 1,714 | 0.0% | 0.00% | – |
| Q2 2021 | $315,000 | +4.7% | 1,714 | +0.9% | 0.00% | – |
| Q1 2021 | $301,000 | +1.7% | 1,698 | 0.0% | 0.00% | – |
| Q4 2020 | $296,000 | +16.1% | 1,698 | 0.0% | 0.00% | – |
| Q3 2020 | $255,000 | -6.6% | 1,698 | -21.1% | 0.00% | – |
| Q2 2020 | $273,000 | +9.6% | 2,151 | -6.4% | 0.00% | – |
| Q1 2020 | $249,000 | -10.8% | 2,297 | +9.5% | 0.00% | – |
| Q4 2019 | $279,000 | +5.3% | 2,097 | 0.0% | 0.00% | – |
| Q3 2019 | $265,000 | -4.7% | 2,097 | -8.7% | 0.00% | – |
| Q2 2019 | $278,000 | -31.4% | 2,297 | -32.4% | 0.00% | – |
| Q1 2019 | $405,000 | -18.7% | 3,397 | -27.5% | 0.00% | -100.0% |
| Q4 2018 | $498,000 | -8.8% | 4,687 | +2.0% | 0.00% | 0.0% |
| Q3 2018 | $546,000 | -12.4% | 4,597 | -12.8% | 0.00% | 0.0% |
| Q2 2018 | $623,000 | -0.5% | 5,269 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $626,000 | -27.5% | 5,269 | -22.8% | 0.00% | 0.0% |
| Q4 2017 | $864,000 | -1.8% | 6,826 | -6.5% | 0.00% | 0.0% |
| Q3 2017 | $880,000 | -0.8% | 7,301 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $887,000 | +23.0% | 7,291 | +20.0% | 0.00% | 0.0% |
| Q1 2017 | $721,000 | +7.1% | 6,076 | +0.0% | 0.00% | 0.0% |
| Q4 2016 | $673,000 | +0.6% | 6,075 | +3.4% | 0.00% | 0.0% |
| Q3 2016 | $669,000 | -1.0% | 5,874 | +0.0% | 0.00% | 0.0% |
| Q2 2016 | $676,000 | +2.1% | 5,873 | +0.0% | 0.00% | 0.0% |
| Q1 2016 | $662,000 | +4.1% | 5,872 | +0.0% | 0.00% | 0.0% |
| Q4 2015 | $636,000 | +1.8% | 5,871 | -3.5% | 0.00% | 0.0% |
| Q3 2015 | $625,000 | -5.9% | 6,087 | -3.9% | 0.00% | 0.0% |
| Q2 2015 | $664,000 | +3.1% | 6,333 | +4.1% | 0.00% | 0.0% |
| Q1 2015 | $644,000 | +21.3% | 6,086 | +20.3% | 0.00% | 0.0% |
| Q4 2014 | $531,000 | +6.4% | 5,060 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $499,000 | -0.8% | 5,060 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $503,000 | -11.6% | 5,060 | -15.4% | 0.00% | 0.0% |
| Q1 2014 | $569,000 | -8.7% | 5,983 | -8.0% | 0.00% | 0.0% |
| Q4 2013 | $623,000 | +18.7% | 6,500 | +10.4% | 0.00% | 0.0% |
| Q3 2013 | $525,000 | +69.9% | 5,890 | +65.4% | 0.00% | – |
| Q2 2013 | $309,000 | – | 3,560 | – | 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% |