STEPH & CO - ISHARES TR ownership

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
STEPH & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$95,120
-6.9%
5100.0%0.05%
-5.4%
Q2 2023$102,148
+0.5%
5100.0%0.06%
-11.1%
Q1 2023$101,607
+98547.6%
5100.0%0.06%
-3.1%
Q4 2022$103
-99.9%
5100.0%0.06%
+1.6%
Q3 2022$92,000
-7.1%
5100.0%0.06%
+6.7%
Q2 2022$99,000
-2.9%
5100.0%0.06%
-1.6%
Q1 2022$102,0000.0%5100.0%0.06%
+3.4%
Q4 2021$102,000
+10.9%
5100.0%0.06%0.0%
Q3 2021$92,000
-2.1%
5100.0%0.06%
-3.3%
Q2 2021$94,000
+4.4%
5100.0%0.06%
-1.6%
Q1 2021$90,0005100.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders