ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,984 | +9.6% | 88 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $20,050 | +122.8% | 88 | +175.0% | 0.00% | +100.0% |
| Q1 2022 | $9,000 | -25.0% | 32 | -25.6% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | -69.2% | 43 | -71.5% | 0.00% | -66.7% |
| Q2 2021 | $39,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | +18.2% | 151 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +10.0% | 151 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | – | 150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |