ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 200 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $495,632 | +107.4% | 7,575 | +123.2% | 0.01% | +66.7% |
| Q1 2024 | $238,938 | -44.6% | 3,394 | +106.6% | 0.00% | -40.0% |
| Q4 2023 | $431,125 | +5.3% | 1,643 | -6.2% | 0.01% | -16.7% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 30,105 | $5,637,000 | 3.45% |
| STRATEGIC WEALTH MANAGEMENT INC | 18,277 | $3,418,000 | 2.89% |
| TOTH FINANCIAL ADVISORY CORP | 44,238 | $8,274,000 | 2.01% |
| Clarus Wealth Advisors | 6,888 | $1,288,000 | 1.19% |
| Sage Capital Advisors,llc | 6,009 | $1,124,000 | 0.80% |
| FIRST UNITED BANK & TRUST | 4,419 | $826,000 | 0.54% |
| NVWM, LLC | 3,935 | $721,000 | 0.52% |
| BAROMETER CAPITAL MANAGEMENT INC. | 32,700 | $6,116,000 | 0.52% |
| CHARTIST INC /CA/ | 5,553 | $1,038,627,000 | 0.49% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 340,064 | $63,602,000 | 0.48% |