ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $857,559 | +158.1% | 3,988 | +168.6% | 0.01% | +16.7% |
| Q1 2023 | $332,214 | +15.2% | 1,485 | +9.9% | 0.01% | +20.0% |
| Q4 2022 | $288,308 | -11.6% | 1,351 | -18.5% | 0.01% | -16.7% |
| Q3 2022 | $326,000 | +1.9% | 1,657 | +10.0% | 0.01% | +20.0% |
| Q2 2022 | $320,000 | -99.3% | 1,507 | -99.1% | 0.01% | -99.3% |
| Q1 2022 | $47,165,000 | +87.9% | 176,018 | +93.8% | 0.70% | +71.1% |
| Q4 2021 | $25,106,000 | +11209.0% | 90,814 | +9825.0% | 0.41% | +10125.0% |
| Q3 2021 | $222,000 | -95.1% | 915 | -94.8% | 0.00% | -93.1% |
| Q2 2021 | $4,556,000 | +1907.0% | 17,530 | +1601.9% | 0.06% | +544.4% |
| Q4 2020 | $227,000 | -73.0% | 1,030 | -76.1% | 0.01% | -85.2% |
| Q4 2019 | $841,000 | +4.5% | 4,304 | 0.0% | 0.06% | +5.2% |
| Q3 2019 | $805,000 | -8.7% | 4,304 | -8.5% | 0.06% | -1.7% |
| Q2 2019 | $882,000 | -3.6% | 4,704 | -3.9% | 0.06% | +15.7% |
| Q1 2019 | $915,000 | 0.0% | 4,894 | -15.4% | 0.05% | -10.5% |
| Q4 2018 | $915,000 | -27.0% | 5,785 | -5.6% | 0.06% | -6.6% |
| Q3 2018 | $1,253,000 | +4.7% | 6,126 | +8.0% | 0.06% | +15.1% |
| Q2 2018 | $1,197,000 | +38.9% | 5,672 | +21.5% | 0.05% | +20.5% |
| Q1 2018 | $862,000 | -97.2% | 4,667 | -97.1% | 0.04% | -97.5% |
| Q4 2017 | $30,569,000 | – | 159,521 | – | 1.79% | – |
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% |