ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 260 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $238,870 | -2.8% | 3,633 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $245,700 | +5.8% | 3,633 | +200.0% | 0.01% | 0.0% |
| Q4 2023 | $232,161 | +2.8% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $225,864 | -6.9% | 1,211 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $242,551 | +0.5% | 1,211 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $241,268 | -1.8% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $245,567 | +12.6% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $218,000 | -7.6% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $236,000 | -2.9% | 1,211 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $243,000 | +0.4% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $242,000 | +11.5% | 1,211 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $217,000 | -2.7% | 1,211 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $223,000 | +4.2% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $214,000 | +1.9% | 1,211 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $210,000 | – | 1,211 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 106,419 | $21,201,857 | 7.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 177,517 | $35,366,721 | 7.00% |
| Genesee Capital Advisors, LLC | 45,051 | $8,975,576 | 6.38% |
| Capitol Family Office, Inc. | 14,405 | $2,869,974 | 5.66% |
| Kaye Capital Management | 52,309 | $10,421,441 | 5.31% |
| D. SCOTT NEAL, INC. | 42,938 | $8,554,571 | 4.78% |
| WealthCare Investment Partners, LLC | 37,327 | $7,436,600 | 4.50% |
| PGIM Custom Harvest LLC | 466,830 | $93,006,618 | 3.86% |
| Millington Financial Advisors, LLC | 16,824 | $3,351,889 | 3.10% |
| Systelligence, LLC | 59,208 | $11,796,010 | 3.03% |