ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,205 | -45.8% | 4,022 | -41.8% | 0.01% | -44.0% |
| Q2 2023 | $1,385,021 | -83.0% | 6,915 | -83.0% | 0.02% | -84.0% |
| Q1 2023 | $8,124,596 | +1337.1% | 40,780 | +1362.7% | 0.16% | +1200.0% |
| Q4 2022 | $565,327 | +13.1% | 2,788 | +0.4% | 0.01% | +9.1% |
| Q3 2022 | $500,000 | -8.4% | 2,778 | -0.8% | 0.01% | 0.0% |
| Q2 2022 | $546,000 | -3.9% | 2,799 | -1.3% | 0.01% | +22.2% |
| Q1 2022 | $568,000 | +149.1% | 2,836 | +120.4% | 0.01% | +125.0% |
| Q1 2021 | $228,000 | -54.4% | 1,287 | -55.4% | 0.00% | -55.6% |
| Q4 2020 | $500,000 | +111.9% | 2,884 | +82.2% | 0.01% | +80.0% |
| Q3 2020 | $236,000 | -77.4% | 1,583 | -81.6% | 0.01% | -86.1% |
| Q2 2017 | $1,045,000 | +11.6% | 8,583 | -6.0% | 0.04% | -26.5% |
| Q3 2015 | $936,000 | -17.8% | 9,126 | -16.1% | 0.05% | -9.3% |
| Q4 2014 | $1,139,000 | -34.5% | 10,872 | -40.1% | 0.05% | -37.2% |
| Q4 2013 | $1,738,000 | +8.5% | 18,159 | +1.2% | 0.09% | 0.0% |
| Q3 2013 | $1,602,000 | +7.7% | 17,944 | +4.6% | 0.09% | +3.6% |
| Q2 2013 | $1,488,000 | – | 17,149 | – | 0.08% | – |
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% |