ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 94 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $16 | -99.9% | 75 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $15,000 | -6.2% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -20.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 75 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | +16.7% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | -5.3% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | +11.8% | 75 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $17,000 | +13.3% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +25.0% | 75 | 0.0% | 0.01% | +20.0% |
| Q2 2020 | $12,000 | +20.0% | 75 | +15.4% | 0.01% | -16.7% |
| Q1 2015 | $10,000 | -63.0% | 65 | -60.6% | 0.01% | -64.7% |
| Q4 2014 | $27,000 | +170.0% | 165 | +153.8% | 0.02% | +183.3% |
| Q3 2014 | $10,000 | -44.4% | 65 | -48.0% | 0.01% | -45.5% |
| Q2 2014 | $18,000 | +5.9% | 125 | 0.0% | 0.01% | +10.0% |
| Q1 2014 | $17,000 | +6.2% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $16,000 | +6.7% | 125 | 0.0% | 0.01% | +11.1% |
| Q3 2013 | $15,000 | +7.1% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $14,000 | – | 125 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |