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 | $251,764 | -6.7% | 1,077 | -0.3% | 0.12% | -2.5% |
| Q2 2023 | $269,800 | +4.8% | 1,080 | -4.4% | 0.12% | -0.8% |
| Q1 2023 | $257,456 | -5.8% | 1,130 | -11.7% | 0.12% | -9.0% |
| Q4 2022 | $273,338 | -2.7% | 1,280 | -10.5% | 0.13% | -5.7% |
| Q3 2022 | $281,000 | -11.4% | 1,430 | -4.0% | 0.14% | -3.4% |
| Q2 2022 | $317,000 | -33.3% | 1,490 | -15.3% | 0.15% | -21.9% |
| Q1 2022 | $475,000 | -16.2% | 1,760 | -14.1% | 0.19% | -10.5% |
| Q4 2021 | $567,000 | +3.8% | 2,050 | -8.7% | 0.21% | -6.3% |
| Q3 2021 | $546,000 | -12.6% | 2,245 | -6.7% | 0.22% | -14.6% |
| Q2 2021 | $625,000 | -8.5% | 2,405 | -9.3% | 0.26% | -10.6% |
| Q1 2021 | $683,000 | +17.2% | 2,653 | +0.3% | 0.29% | +3.5% |
| Q4 2020 | $583,000 | +7.2% | 2,645 | -3.3% | 0.28% | -7.5% |
| Q3 2020 | $544,000 | +8.4% | 2,735 | -11.3% | 0.30% | +2.7% |
| Q2 2020 | $502,000 | +14.1% | 3,085 | -3.0% | 0.30% | -5.4% |
| Q1 2020 | $440,000 | -30.7% | 3,180 | -2.0% | 0.31% | -14.2% |
| Q4 2019 | $635,000 | +1.9% | 3,245 | -3.0% | 0.37% | -6.4% |
| Q3 2019 | $623,000 | -23.1% | 3,345 | -22.2% | 0.39% | -18.4% |
| Q2 2019 | $810,000 | +0.9% | 4,302 | +0.3% | 0.48% | -3.2% |
| Q1 2019 | $803,000 | +12.2% | 4,289 | -1.2% | 0.50% | -1.4% |
| Q4 2018 | $716,000 | -20.4% | 4,339 | -1.4% | 0.50% | -11.0% |
| Q3 2018 | $900,000 | +9.9% | 4,399 | 0.0% | 0.56% | +3.9% |
| Q2 2018 | $819,000 | -0.8% | 4,399 | -0.5% | 0.54% | 0.0% |
| Q1 2018 | $826,000 | -5.4% | 4,419 | -3.0% | 0.54% | -4.7% |
| Q4 2017 | $873,000 | -5.2% | 4,554 | -11.8% | 0.57% | -7.6% |
| Q3 2017 | $921,000 | +1.0% | 5,164 | -2.6% | 0.62% | -0.2% |
| Q2 2017 | $912,000 | +2.8% | 5,302 | -2.0% | 0.62% | -0.6% |
| Q1 2017 | $887,000 | -1.4% | 5,412 | -2.1% | 0.62% | -8.4% |
| Q4 2016 | $900,000 | +11.1% | 5,527 | -0.9% | 0.68% | +1.3% |
| Q3 2016 | $810,000 | +9.3% | 5,577 | +0.9% | 0.67% | +4.4% |
| Q2 2016 | $741,000 | -8.5% | 5,527 | -2.8% | 0.64% | -13.8% |
| Q1 2016 | $810,000 | -36.7% | 5,688 | -40.1% | 0.74% | -35.6% |
| Q4 2015 | $1,280,000 | -5.3% | 9,501 | -1.6% | 1.16% | -12.2% |
| Q3 2015 | $1,351,000 | +14.3% | 9,655 | +18.4% | 1.32% | +22.3% |
| Q2 2015 | $1,182,000 | -9.4% | 8,155 | -2.1% | 1.08% | -9.0% |
| Q1 2015 | $1,305,000 | -5.4% | 8,330 | -1.0% | 1.18% | -10.8% |
| Q4 2014 | $1,380,000 | +11.6% | 8,410 | +2.6% | 1.33% | +5.1% |
| Q3 2014 | $1,237,000 | +1.8% | 8,200 | -0.8% | 1.26% | -0.2% |
| Q2 2014 | $1,215,000 | +9.5% | 8,265 | +0.9% | 1.27% | +5.9% |
| Q1 2014 | $1,110,000 | -1.3% | 8,195 | -3.9% | 1.20% | -4.0% |
| Q4 2013 | $1,125,000 | +11.7% | 8,527 | -0.4% | 1.25% | +2.3% |
| Q3 2013 | $1,007,000 | +7.1% | 8,557 | 0.0% | 1.22% | -3.6% |
| Q2 2013 | $940,000 | – | 8,557 | – | 1.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 332,982 | $24,896,000 | 4.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 43,260 | $10,520,000 | 3.93% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 23,447 | $5,702,000 | 3.73% |
| Delos Wealth Advisors, LLC | 8,781 | $2,135,000 | 2.35% |
| Cadent Capital Advisors, LLC | 21,131 | $5,139,000 | 2.29% |
| Round Table Services, LLC | 33,828 | $8,226,000 | 1.76% |
| Kesler, Norman & Wride, LLC | 28,696 | $6,978,000 | 1.64% |
| Advocacy Wealth Management Services, LLC | 34,247 | $8,328,000 | 1.50% |
| Richard Bernstein Advisors LLC | 268,140 | $65,206,000 | 1.32% |
| Indie Asset Partners, LLC | 6,570 | $1,598,000 | 1.29% |