ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 122 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $255,000 | +0.4% | 980 | -0.5% | 0.03% | -6.9% |
| Q1 2021 | $254,000 | +19.8% | 985 | +2.3% | 0.03% | +16.0% |
| Q4 2020 | $212,000 | +5.0% | 963 | -2.4% | 0.02% | -3.8% |
| Q3 2018 | $202,000 | -30.6% | 987 | -44.9% | 0.03% | -60.6% |
| Q4 2016 | $291,000 | -65.6% | 1,790 | -66.8% | 0.07% | -70.4% |
| Q1 2015 | $845,000 | -13.9% | 5,394 | -9.8% | 0.22% | -27.4% |
| Q4 2014 | $981,000 | +111.0% | 5,977 | +94.1% | 0.31% | +34.6% |
| Q3 2014 | $465,000 | +0.9% | 3,079 | -1.9% | 0.23% | +23.9% |
| Q2 2014 | $461,000 | +11.6% | 3,139 | +3.0% | 0.18% | -16.4% |
| Q1 2014 | $413,000 | – | 3,049 | – | 0.22% | – |
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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% |