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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $55,295,000 | +43.1% | 200,000 | +33.3% | 1.19% | +143.9% |
| Q1 2021 | $38,645,000 | -17.0% | 150,000 | -40.0% | 0.49% | -67.9% |
| Q3 2019 | $46,535,000 | +147.3% | 250,000 | +150.0% | 1.52% | +182.1% |
| Q2 2019 | $18,819,000 | -53.8% | 100,000 | -60.0% | 0.54% | -40.6% |
| Q4 2016 | $40,710,000 | +51.7% | 250,000 | +25.0% | 0.90% | +152.5% |
| Q2 2016 | $26,828,000 | – | 200,000 | – | 0.36% | – |
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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% |