ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,689,000 | +5.7% | 24,335 | +13.0% | 0.00% | +100.0% |
| Q2 2023 | $5,383,000 | +17.0% | 21,544 | +6.7% | 0.00% | 0.0% |
| Q1 2023 | $4,600,000 | -28.5% | 20,187 | -33.0% | 0.00% | -50.0% |
| Q4 2022 | $6,438,000 | +37.4% | 30,151 | +26.5% | 0.00% | +100.0% |
| Q3 2022 | $4,684,000 | -37.8% | 23,827 | -32.6% | 0.00% | -50.0% |
| Q2 2022 | $7,528,000 | -49.3% | 35,357 | -35.8% | 0.00% | -50.0% |
| Q1 2022 | $14,861,000 | +1.5% | 55,047 | +4.0% | 0.00% | +33.3% |
| Q4 2021 | $14,635,000 | +18.5% | 52,939 | +4.2% | 0.00% | 0.0% |
| Q3 2021 | $12,352,000 | -49.7% | 50,795 | -46.2% | 0.00% | -57.1% |
| Q2 2021 | $24,564,000 | +42.0% | 94,489 | +40.8% | 0.01% | +40.0% |
| Q1 2021 | $17,295,000 | -5.1% | 67,128 | -18.7% | 0.01% | 0.0% |
| Q4 2020 | $18,216,000 | +12.0% | 82,591 | +1.0% | 0.01% | -16.7% |
| Q3 2020 | $16,262,000 | +90.8% | 81,748 | +56.0% | 0.01% | +100.0% |
| Q2 2020 | $8,525,000 | +136.2% | 52,416 | +100.7% | 0.00% | +50.0% |
| Q1 2020 | $3,609,000 | -15.3% | 26,112 | +19.9% | 0.00% | 0.0% |
| Q4 2019 | $4,260,000 | +4.6% | 21,784 | -0.4% | 0.00% | 0.0% |
| Q3 2019 | $4,072,000 | +111.5% | 21,871 | +113.8% | 0.00% | +100.0% |
| Q2 2019 | $1,925,000 | +4.3% | 10,228 | +3.7% | 0.00% | 0.0% |
| Q1 2019 | $1,846,000 | +66.9% | 9,860 | +47.1% | 0.00% | 0.0% |
| Q4 2018 | $1,106,000 | -74.1% | 6,704 | -67.9% | 0.00% | -50.0% |
| Q3 2018 | $4,268,000 | +3.3% | 20,867 | -5.9% | 0.00% | 0.0% |
| Q2 2018 | $4,130,000 | -31.0% | 22,178 | -30.7% | 0.00% | -33.3% |
| Q1 2018 | $5,989,000 | +16.6% | 32,024 | +19.5% | 0.00% | +50.0% |
| Q4 2017 | $5,137,000 | -22.5% | 26,805 | -27.9% | 0.00% | -33.3% |
| Q3 2017 | $6,631,000 | +24.5% | 37,172 | +20.2% | 0.00% | 0.0% |
| Q2 2017 | $5,324,000 | -16.7% | 30,936 | -20.6% | 0.00% | 0.0% |
| Q1 2017 | $6,391,000 | +2.9% | 38,971 | +2.2% | 0.00% | 0.0% |
| Q4 2016 | $6,211,000 | +61.8% | 38,139 | +44.3% | 0.00% | +50.0% |
| Q3 2016 | $3,838,000 | +53.7% | 26,424 | +41.9% | 0.00% | +100.0% |
| Q2 2016 | $2,497,000 | -32.5% | 18,622 | -28.3% | 0.00% | -50.0% |
| Q1 2016 | $3,701,000 | -65.9% | 25,981 | -67.7% | 0.00% | -71.4% |
| Q4 2015 | $10,850,000 | +395.2% | 80,540 | +414.0% | 0.01% | +250.0% |
| Q3 2015 | $2,191,000 | -69.7% | 15,669 | -68.6% | 0.00% | -60.0% |
| Q2 2015 | $7,240,000 | -39.6% | 49,943 | -34.7% | 0.01% | -37.5% |
| Q1 2015 | $11,978,000 | -28.6% | 76,475 | -25.2% | 0.01% | -27.3% |
| Q4 2014 | $16,784,000 | +123.8% | 102,306 | +105.8% | 0.01% | +120.0% |
| Q3 2014 | $7,501,000 | +109.9% | 49,706 | +104.4% | 0.01% | +150.0% |
| Q2 2014 | $3,574,000 | -28.3% | 24,314 | -33.9% | 0.00% | -50.0% |
| Q1 2014 | $4,985,000 | +129.6% | 36,802 | +123.6% | 0.00% | +100.0% |
| Q4 2013 | $2,171,000 | +128.5% | 16,460 | +103.7% | 0.00% | +100.0% |
| Q3 2013 | $950,000 | +10.1% | 8,079 | +2.9% | 0.00% | 0.0% |
| Q2 2013 | $863,000 | – | 7,853 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSC Wealth Advisors, LLC | 20,793 | $5,613,000 | 5.32% |
| Marks Wealth, LLC | 54,915 | $14,824,000 | 4.52% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 20,998 | $5,668,000 | 3.72% |
| Cadent Capital Advisors, LLC | 20,986 | $5,665,000 | 2.58% |
| Delos Wealth Advisors, LLC | 7,805 | $2,107,000 | 2.08% |
| Thrive Capital Management, LLC | 9,734 | $2,628,000 | 1.59% |
| Kesler, Norman & Wride, LLC | 26,174 | $7,066,000 | 1.57% |
| Indie Asset Partners, LLC | 7,550 | $2,038,000 | 1.53% |
| Round Table Services, LLC | 33,781 | $9,119,000 | 1.52% |
| Richard Bernstein Advisors LLC | 285,766 | $76,725,000 | 1.52% |