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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,097,768 | -15.6% | 12,400 | -23.0% | 0.01% | -20.0% |
| Q1 2023 | $3,668,224 | +720.6% | 16,100 | +666.7% | 0.01% | +900.0% |
| Q2 2022 | $447,000 | +50.5% | 2,100 | +90.9% | 0.00% | 0.0% |
| Q1 2022 | $297,000 | -97.3% | 1,100 | -97.3% | 0.00% | -95.8% |
| Q4 2021 | $11,083,000 | +1166.6% | 40,085 | +1013.5% | 0.02% | +1100.0% |
| Q3 2021 | $875,000 | -95.6% | 3,600 | -95.3% | 0.00% | -95.6% |
| Q2 2021 | $19,861,000 | +4720.6% | 76,400 | +4675.0% | 0.04% | +4400.0% |
| Q1 2021 | $412,000 | +16.7% | 1,600 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $353,000 | -40.9% | 1,600 | -46.7% | 0.00% | -50.0% |
| Q3 2020 | $597,000 | +48.9% | 3,000 | +3.4% | 0.00% | -33.3% |
| Q1 2020 | $401,000 | -88.1% | 2,901 | -83.8% | 0.00% | -72.7% |
| Q2 2019 | $3,361,000 | -64.9% | 17,859 | -65.1% | 0.01% | -64.5% |
| Q1 2019 | $9,580,000 | +393.6% | 51,161 | +439.2% | 0.03% | +520.0% |
| Q3 2018 | $1,941,000 | -42.2% | 9,488 | -47.4% | 0.01% | -50.0% |
| Q2 2018 | $3,358,000 | -66.0% | 18,029 | -65.9% | 0.01% | -69.7% |
| Q1 2018 | $9,879,000 | +225.9% | 52,822 | +199.8% | 0.03% | +200.0% |
| Q2 2017 | $3,031,000 | +401.0% | 17,617 | +322.7% | 0.01% | +450.0% |
| Q3 2016 | $605,000 | -66.2% | 4,168 | -68.6% | 0.00% | -77.8% |
| Q4 2015 | $1,789,000 | -51.9% | 13,278 | -50.0% | 0.01% | -52.6% |
| Q3 2015 | $3,718,000 | -17.5% | 26,577 | -14.5% | 0.02% | -9.5% |
| Q2 2015 | $4,509,000 | +127.6% | 31,101 | +145.9% | 0.02% | +110.0% |
| Q1 2015 | $1,981,000 | -42.6% | 12,647 | -44.7% | 0.01% | -33.3% |
| Q3 2014 | $3,454,000 | -18.8% | 22,889 | -20.9% | 0.02% | -21.1% |
| Q2 2014 | $4,253,000 | +44.3% | 28,933 | +32.9% | 0.02% | +18.8% |
| Q1 2014 | $2,948,000 | +131.4% | 21,773 | +101.1% | 0.02% | +100.0% |
| Q3 2013 | $1,274,000 | – | 10,828 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |