ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,639 | -69.3% | 1,328 | -67.1% | 0.01% | -70.0% |
| Q2 2023 | $807,569 | -20.6% | 4,032 | -21.0% | 0.04% | -28.6% |
| Q1 2023 | $1,016,870 | +35.9% | 5,104 | +38.4% | 0.06% | +21.7% |
| Q4 2022 | $748,055 | -77.8% | 3,689 | -78.7% | 0.05% | -79.8% |
| Q3 2022 | $3,373,000 | 0.0% | 17,302 | 0.0% | 0.23% | 0.0% |
| Q2 2022 | $3,373,000 | +7232.6% | 17,302 | +7488.6% | 0.23% | +7500.0% |
| Q4 2021 | $46,000 | -84.2% | 228 | -86.0% | 0.00% | -66.7% |
| Q3 2021 | $292,000 | -2.3% | 1,626 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $299,000 | +4.5% | 1,626 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $286,000 | – | 1,613 | – | 0.01% | – |
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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% |