ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,994 | -8.1% | 1,296 | -1.8% | 0.03% | -3.1% |
| Q2 2023 | $329,792 | +4.3% | 1,320 | -4.8% | 0.03% | -3.0% |
| Q1 2023 | $316,095 | +6.9% | 1,387 | +0.2% | 0.03% | 0.0% |
| Q4 2022 | $295,673 | +7.1% | 1,384 | -1.4% | 0.03% | -17.5% |
| Q3 2022 | $276,000 | -7.4% | 1,404 | +0.2% | 0.04% | 0.0% |
| Q2 2022 | $298,000 | -21.2% | 1,401 | +0.1% | 0.04% | -11.1% |
| Q1 2022 | $378,000 | +57.5% | 1,399 | +61.2% | 0.04% | +40.6% |
| Q4 2021 | $240,000 | +15.9% | 868 | +8.9% | 0.03% | -8.6% |
| Q2 2021 | $207,000 | +1.0% | 797 | +0.1% | 0.04% | -25.5% |
| Q1 2021 | $205,000 | -21.8% | 796 | -58.0% | 0.05% | -58.0% |
| Q1 2020 | $262,000 | -28.8% | 1,893 | +0.6% | 0.11% | -11.8% |
| Q4 2019 | $368,000 | +4.0% | 1,882 | +0.3% | 0.13% | 0.0% |
| Q3 2019 | $354,000 | +6.9% | 1,877 | +6.8% | 0.13% | -42.0% |
| Q2 2019 | $331,000 | +18.2% | 1,758 | +17.7% | 0.22% | +14.1% |
| Q1 2019 | $280,000 | – | 1,493 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 54,808 | $14,120,000 | 4.64% |
| TOBIAS FINANCIAL ADVISORS, INC. | 41,712 | $10,746,000 | 4.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 82,094 | $21,230,000 | 4.34% |
| Paragon Wealth Strategies, LLC | 54,322 | $13,995,000 | 4.26% |
| Cadent Capital Advisors, LLC | 36,411 | $9,381,000 | 4.16% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 21,687 | $5,587,000 | 3.79% |
| MinichMacGregor Wealth Management, LLC | 38,945 | $10,033,000 | 3.75% |
| Kesler, Norman & Wride, LLC | 30,063 | $7,745,000 | 1.92% |
| Migdal Insurance & Financial Holdings Ltd. | 728,000 | $187,555,000 | 1.89% |
| Richard Bernstein Advisors LLC | 234,500 | $60,414,000 | 1.38% |