ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,996,907 | -18.1% | 12,820 | -12.5% | 0.00% | 0.0% |
| Q2 2023 | $3,660,657 | +30.3% | 14,653 | +18.8% | 0.00% | +50.0% |
| Q1 2023 | $2,809,455 | +4.1% | 12,331 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $2,699,154 | +1.9% | 12,635 | -6.2% | 0.00% | -33.3% |
| Q3 2022 | $2,650,000 | -9.5% | 13,477 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $2,927,000 | -35.3% | 13,744 | -18.0% | 0.00% | -25.0% |
| Q1 2022 | $4,525,000 | -21.6% | 16,758 | -19.7% | 0.00% | -20.0% |
| Q4 2021 | $5,770,000 | +45.3% | 20,865 | +27.8% | 0.01% | +25.0% |
| Q3 2021 | $3,970,000 | -57.7% | 16,323 | -63.8% | 0.00% | -55.6% |
| Q2 2021 | $9,388,000 | +0.5% | 45,034 | -0.8% | 0.01% | -10.0% |
| Q1 2021 | $9,341,000 | +4.8% | 45,375 | -14.3% | 0.01% | 0.0% |
| Q4 2020 | $8,912,000 | +5.3% | 52,963 | -5.5% | 0.01% | 0.0% |
| Q3 2020 | $8,463,000 | +65.1% | 56,075 | +22.4% | 0.01% | +42.9% |
| Q2 2020 | $5,125,000 | +39.3% | 45,822 | +11.9% | 0.01% | +16.7% |
| Q1 2020 | $3,678,000 | -6.5% | 40,939 | +22.9% | 0.01% | +20.0% |
| Q4 2019 | $3,934,000 | +478.5% | 33,307 | +812.3% | 0.01% | +400.0% |
| Q3 2019 | $680,000 | -16.0% | 3,651 | -15.1% | 0.00% | 0.0% |
| Q2 2019 | $810,000 | -30.1% | 4,300 | -30.4% | 0.00% | -50.0% |
| Q1 2019 | $1,158,000 | -48.0% | 6,182 | -54.1% | 0.00% | -50.0% |
| Q4 2018 | $2,225,000 | -29.1% | 13,483 | -12.1% | 0.00% | -20.0% |
| Q3 2018 | $3,137,000 | +12.0% | 15,332 | +2.0% | 0.01% | 0.0% |
| Q2 2018 | $2,800,000 | -36.2% | 15,032 | -35.9% | 0.01% | -37.5% |
| Q1 2018 | $4,387,000 | -5.8% | 23,455 | -3.5% | 0.01% | -11.1% |
| Q4 2017 | $4,659,000 | +1.1% | 24,301 | -5.9% | 0.01% | 0.0% |
| Q3 2017 | $4,607,000 | +7.0% | 25,811 | +3.2% | 0.01% | 0.0% |
| Q2 2017 | $4,305,000 | -15.4% | 25,011 | -19.4% | 0.01% | -25.0% |
| Q1 2017 | $5,088,000 | +64.7% | 31,020 | +63.5% | 0.01% | +50.0% |
| Q4 2016 | $3,090,000 | +101.8% | 18,969 | +80.1% | 0.01% | +100.0% |
| Q3 2016 | $1,531,000 | +99.1% | 10,535 | +83.9% | 0.00% | +100.0% |
| Q2 2016 | $769,000 | -38.1% | 5,729 | -34.3% | 0.00% | -50.0% |
| Q1 2016 | $1,242,000 | -25.8% | 8,718 | -18.4% | 0.00% | -42.9% |
| Q1 2015 | $1,674,000 | -61.9% | 10,686 | -60.1% | 0.01% | -66.7% |
| Q4 2014 | $4,392,000 | -34.5% | 26,768 | -39.8% | 0.02% | -46.2% |
| Q3 2014 | $6,704,000 | +7.3% | 44,429 | +4.6% | 0.04% | 0.0% |
| Q2 2014 | $6,246,000 | +215.1% | 42,485 | +190.4% | 0.04% | +178.6% |
| Q1 2014 | $1,982,000 | – | 14,631 | – | 0.01% | – |
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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% |