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 2021 | $125,561,000 | -33.1% | 483,000 | -33.7% | 1.32% | -30.4% |
| Q1 2021 | $187,555,000 | +134.3% | 728,000 | +100.6% | 1.89% | +100.1% |
| Q4 2020 | $80,056,000 | -14.6% | 363,000 | -22.9% | 0.94% | -27.4% |
| Q3 2020 | $93,696,000 | +427.6% | 471,000 | +337.7% | 1.30% | +223.9% |
| Q4 2018 | $17,758,000 | +168.5% | 107,619 | +233.6% | 0.40% | +193.4% |
| Q3 2018 | $6,615,000 | +9.8% | 32,261 | 0.0% | 0.14% | -4.2% |
| Q2 2018 | $6,025,000 | +0.0% | 32,261 | +0.2% | 0.14% | 0.0% |
| Q1 2018 | $6,024,000 | -66.0% | 32,212 | -65.1% | 0.14% | -67.4% |
| Q4 2017 | $17,696,000 | -32.4% | 92,345 | -37.0% | 0.44% | -29.1% |
| Q3 2017 | $26,161,000 | +14.2% | 146,628 | +10.1% | 0.62% | +19.0% |
| Q2 2017 | $22,909,000 | -48.0% | 133,136 | -50.4% | 0.52% | -50.6% |
| Q1 2017 | $44,031,000 | -1.5% | 268,498 | -2.2% | 1.05% | -7.3% |
| Q4 2016 | $44,715,000 | – | 274,593 | – | 1.14% | – |
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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% |