ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,565 | -35.9% | 1,752 | -31.5% | 0.01% | -33.3% |
| Q2 2023 | $638,790 | +10.8% | 2,557 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $576,435 | +27.9% | 2,530 | +19.8% | 0.01% | +12.5% |
| Q4 2022 | $450,804 | +8.9% | 2,111 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $414,000 | +17.9% | 2,108 | +27.8% | 0.01% | +14.3% |
| Q2 2022 | $351,000 | -39.6% | 1,650 | -23.4% | 0.01% | -30.0% |
| Q1 2022 | $581,000 | -19.0% | 2,153 | -16.9% | 0.01% | -9.1% |
| Q4 2021 | $717,000 | +6.9% | 2,592 | -6.0% | 0.01% | 0.0% |
| Q3 2021 | $671,000 | +11.3% | 2,758 | +18.9% | 0.01% | +10.0% |
| Q2 2021 | $603,000 | +1.0% | 2,319 | 0.0% | 0.01% | -23.1% |
| Q1 2021 | $597,000 | +6.2% | 2,319 | -9.1% | 0.01% | 0.0% |
| Q4 2020 | $562,000 | +116.2% | 2,550 | +95.0% | 0.01% | +85.7% |
| Q3 2020 | $260,000 | -4.4% | 1,308 | -6.0% | 0.01% | -12.5% |
| Q4 2019 | $272,000 | – | 1,391 | – | 0.01% | – |
Download | ||||||
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% |