ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,540 | -56.5% | 2,000 | -53.5% | 0.00% | -50.0% |
| Q2 2023 | $1,074,226 | -72.9% | 4,300 | -76.9% | 0.00% | -75.0% |
| Q2 2022 | $3,959,000 | -39.1% | 18,600 | -20.9% | 0.01% | -33.3% |
| Q4 2021 | $6,501,000 | +880.5% | 23,512 | +762.2% | 0.01% | +300.0% |
| Q3 2021 | $663,000 | -88.5% | 2,727 | -87.7% | 0.00% | -88.5% |
| Q2 2021 | $5,755,000 | +51.8% | 22,138 | +16.2% | 0.03% | +8.3% |
| Q3 2020 | $3,791,000 | – | 19,058 | – | 0.02% | – |
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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% |