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 | $396,334 | -8.6% | 2,125 | -1.8% | 0.01% | 0.0% |
| Q2 2023 | $433,628 | +0.5% | 2,165 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $431,333 | +98153.5% | 2,165 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $439 | -99.9% | 2,165 | +7.4% | 0.01% | -21.4% |
| Q3 2022 | $362,000 | -7.9% | 2,015 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $393,000 | -5.3% | 2,015 | -2.7% | 0.02% | +15.4% |
| Q1 2022 | $415,000 | +0.2% | 2,070 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $414,000 | +3.5% | 2,070 | -7.2% | 0.01% | -7.7% |
| Q3 2021 | $400,000 | -2.4% | 2,230 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $410,000 | +3.8% | 2,230 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $395,000 | +2.1% | 2,230 | 0.0% | 0.01% | +55.6% |
| Q4 2020 | $387,000 | +8.4% | 2,230 | -6.7% | 0.01% | -10.0% |
| Q3 2020 | $357,000 | +17.0% | 2,390 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $305,000 | +17.8% | 2,390 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $259,000 | -52.7% | 2,390 | -41.8% | 0.01% | -37.5% |
| Q4 2019 | $547,000 | +5.2% | 4,110 | 0.0% | 0.02% | -5.9% |
| Q3 2019 | $520,000 | +4.2% | 4,110 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $499,000 | -36.0% | 4,110 | -37.1% | 0.02% | -37.0% |
| Q1 2019 | $780,000 | +8.9% | 6,530 | -3.0% | 0.03% | 0.0% |
| Q4 2018 | $716,000 | – | 6,730 | – | 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% |