ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 142 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,655 | -9.4% | 1,500 | -3.2% | 0.03% | -3.1% |
| Q2 2023 | $387,221 | +9.6% | 1,550 | 0.0% | 0.03% | +3.2% |
| Q1 2023 | $353,152 | +106592.4% | 1,550 | 0.0% | 0.03% | +3.3% |
| Q4 2022 | $331 | -99.9% | 1,550 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $305,000 | -7.6% | 1,550 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $330,000 | -25.8% | 1,550 | -6.1% | 0.03% | -9.4% |
| Q1 2022 | $445,000 | -2.4% | 1,650 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $456,000 | +13.7% | 1,650 | 0.0% | 0.03% | +6.7% |
| Q3 2021 | $401,000 | -6.5% | 1,650 | 0.0% | 0.03% | -9.1% |
| Q2 2021 | $429,000 | +0.9% | 1,650 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $425,000 | +15.2% | 1,650 | -1.5% | 0.04% | +9.4% |
| Q4 2020 | $369,000 | +9.2% | 1,675 | -1.5% | 0.03% | -5.9% |
| Q3 2020 | $338,000 | +22.5% | 1,700 | 0.0% | 0.03% | +13.3% |
| Q2 2020 | $276,000 | +17.4% | 1,700 | 0.0% | 0.03% | -3.2% |
| Q1 2020 | $235,000 | -29.2% | 1,700 | 0.0% | 0.03% | -6.1% |
| Q4 2019 | $332,000 | +5.1% | 1,700 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $316,000 | -10.5% | 1,700 | -9.3% | 0.04% | -7.9% |
| Q2 2019 | $353,000 | +0.6% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $351,000 | +13.6% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $309,000 | -25.4% | 1,875 | -7.4% | 0.04% | -7.3% |
| Q3 2018 | $414,000 | -65.5% | 2,025 | -68.6% | 0.04% | -66.7% |
| Q2 2018 | $1,199,000 | -0.7% | 6,440 | -0.2% | 0.12% | 0.0% |
| Q1 2018 | $1,207,000 | -2.0% | 6,455 | +0.4% | 0.12% | 0.0% |
| Q4 2017 | $1,232,000 | +10.6% | 6,430 | +3.0% | 0.12% | +5.1% |
| Q3 2017 | $1,114,000 | +5.0% | 6,245 | +1.3% | 0.12% | 0.0% |
| Q2 2017 | $1,061,000 | +4.9% | 6,165 | 0.0% | 0.12% | +0.9% |
| Q1 2017 | $1,011,000 | +0.7% | 6,165 | 0.0% | 0.12% | -6.5% |
| Q4 2016 | $1,004,000 | +11.2% | 6,165 | -0.8% | 0.12% | +6.9% |
| Q3 2016 | $903,000 | +7.0% | 6,215 | -1.3% | 0.12% | -0.9% |
| Q2 2016 | $844,000 | -7.6% | 6,295 | -1.8% | 0.12% | -10.0% |
| Q1 2016 | $913,000 | +5.7% | 6,410 | 0.0% | 0.13% | +9.2% |
| Q4 2015 | $864,000 | -4.4% | 6,410 | -0.8% | 0.12% | -13.8% |
| Q3 2015 | $904,000 | -4.0% | 6,460 | -0.6% | 0.14% | +0.7% |
| Q2 2015 | $942,000 | -7.9% | 6,500 | -0.5% | 0.14% | -6.8% |
| Q1 2015 | $1,023,000 | -4.0% | 6,530 | +0.5% | 0.15% | -8.7% |
| Q4 2014 | $1,066,000 | +12.7% | 6,500 | +3.7% | 0.16% | +6.6% |
| Q3 2014 | $946,000 | +6.1% | 6,270 | +3.3% | 0.15% | +4.1% |
| Q2 2014 | $892,000 | -5.0% | 6,070 | -12.5% | 0.14% | +14.2% |
| Q1 2014 | $939,000 | +2.6% | 6,935 | 0.0% | 0.13% | -0.8% |
| Q4 2013 | $915,000 | -42.1% | 6,935 | -50.1% | 0.13% | +1.6% |
| Q3 2013 | $1,580,000 | +106.8% | 13,890 | +99.7% | 0.13% | +0.8% |
| Q2 2013 | $764,000 | – | 6,955 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |