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 | $305 | -18.0% | 1,634 | -12.1% | 0.03% | -18.2% |
| Q2 2023 | $372 | -14.5% | 1,858 | -14.9% | 0.03% | -5.7% |
| Q1 2023 | $435 | -46.0% | 2,183 | -45.1% | 0.04% | -53.9% |
| Q4 2022 | $806 | -99.7% | 3,977 | +176.0% | 0.08% | +204.0% |
| Q3 2022 | $259,000 | -46.4% | 1,441 | -41.8% | 0.02% | -47.9% |
| Q2 2022 | $483,000 | +0.4% | 2,475 | -55.4% | 0.05% | +33.3% |
| Q4 2021 | $481,000 | +130.1% | 5,548 | +98.5% | 0.04% | +71.4% |
| Q1 2021 | $209,000 | +33.1% | 2,795 | +19.0% | 0.02% | +23.5% |
| Q4 2020 | $157,000 | +37.7% | 2,348 | +134.1% | 0.02% | +6.2% |
| Q3 2020 | $114,000 | – | 1,003 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 13,139 | $2,360,000 | 1.88% |
| Fernwood Investment Management, LLC | 28,724 | $5,159,000 | 1.77% |
| Demars Financial Group, LLC | 11,269 | $2,024,000 | 1.19% |
| Grace Capital | 8,634 | $1,589,000 | 0.98% |
| Paradigm Financial Advisors, LLC | 22,140 | $3,976,000 | 0.92% |
| Aurora Private Wealth, Inc. | 10,699 | $1,922,000 | 0.78% |
| Stonebridge Financial Planning Group, LLC | 7,419 | $1,399,000 | 0.68% |
| Essex LLC | 10,947 | $1,966,000 | 0.54% |
| Conservest Capital Advisors, Inc. | 17,231 | $3,095,000 | 0.35% |
| PGIM Custom Harvest LLC | 11,308 | $2,031,000 | 0.31% |