ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738,947 | -6.4% | 3,161 | 0.0% | 0.15% | -2.6% |
| Q2 2023 | $789,681 | +9.6% | 3,161 | 0.0% | 0.15% | -6.7% |
| Q1 2023 | $720,202 | +6.7% | 3,161 | 0.0% | 0.16% | +3.1% |
| Q4 2022 | $675,032 | +8.7% | 3,161 | 0.0% | 0.16% | -12.2% |
| Q3 2022 | $621,000 | -7.7% | 3,161 | 0.0% | 0.18% | +7.7% |
| Q2 2022 | $673,000 | -21.1% | 3,161 | 0.0% | 0.17% | -5.1% |
| Q1 2022 | $853,000 | -2.4% | 3,161 | 0.0% | 0.18% | +8.6% |
| Q4 2021 | $874,000 | +10.2% | 3,161 | -3.1% | 0.16% | -6.3% |
| Q3 2021 | $793,000 | -4.6% | 3,261 | +2.0% | 0.17% | -5.9% |
| Q2 2021 | $831,000 | -4.4% | 3,198 | -5.2% | 0.18% | -20.3% |
| Q1 2021 | $869,000 | +16.8% | 3,373 | 0.0% | 0.23% | +0.4% |
| Q4 2020 | $744,000 | +8.1% | 3,373 | -2.4% | 0.23% | +14.4% |
| Q3 2020 | $688,000 | +22.4% | 3,457 | 0.0% | 0.20% | -6.9% |
| Q2 2020 | $562,000 | +17.6% | 3,457 | 0.0% | 0.22% | +12.4% |
| Q1 2020 | $478,000 | -31.7% | 3,457 | -3.5% | 0.19% | -14.2% |
| Q4 2019 | $700,000 | +2.2% | 3,582 | -2.7% | 0.22% | -7.4% |
| Q3 2019 | $685,000 | -2.4% | 3,682 | -1.3% | 0.24% | -3.6% |
| Q2 2019 | $702,000 | -0.3% | 3,732 | -0.7% | 0.25% | -2.7% |
| Q1 2019 | $704,000 | +11.0% | 3,757 | -2.2% | 0.26% | -6.2% |
| Q4 2018 | $634,000 | -15.5% | 3,840 | +4.8% | 0.28% | +0.4% |
| Q3 2018 | $750,000 | +7.6% | 3,665 | -2.0% | 0.28% | -1.1% |
| Q2 2018 | $697,000 | -0.3% | 3,740 | 0.0% | 0.28% | -3.8% |
| Q1 2018 | $699,000 | -4.4% | 3,740 | -2.0% | 0.29% | -4.3% |
| Q4 2017 | $731,000 | +7.3% | 3,815 | 0.0% | 0.30% | +2.4% |
| Q3 2017 | $681,000 | -2.6% | 3,815 | -6.2% | 0.30% | -5.1% |
| Q2 2017 | $699,000 | -0.7% | 4,065 | -5.2% | 0.31% | -1.6% |
| Q1 2017 | $704,000 | -1.5% | 4,290 | -2.3% | 0.32% | -9.5% |
| Q4 2016 | $715,000 | +10.9% | 4,390 | -1.1% | 0.35% | +8.7% |
| Q3 2016 | $645,000 | +8.2% | 4,440 | 0.0% | 0.32% | +3.9% |
| Q2 2016 | $596,000 | -12.6% | 4,440 | -7.3% | 0.31% | -11.7% |
| Q1 2016 | $682,000 | +5.7% | 4,790 | 0.0% | 0.35% | +4.5% |
| Q4 2015 | $645,000 | -3.7% | 4,790 | 0.0% | 0.34% | -7.5% |
| Q3 2015 | $670,000 | -1.6% | 4,790 | +1.9% | 0.36% | +6.8% |
| Q2 2015 | $681,000 | -9.0% | 4,700 | -1.6% | 0.34% | -3.7% |
| Q1 2015 | $748,000 | -7.0% | 4,775 | -2.6% | 0.35% | -9.0% |
| Q4 2014 | $804,000 | +8.8% | 4,900 | 0.0% | 0.39% | +6.3% |
| Q3 2014 | $739,000 | -1.5% | 4,900 | -3.9% | 0.36% | +13.4% |
| Q2 2014 | $750,000 | +1.5% | 5,100 | -6.6% | 0.32% | -1.8% |
| Q1 2014 | $739,000 | -7.5% | 5,458 | -9.9% | 0.33% | -9.9% |
| Q4 2013 | $799,000 | +8.6% | 6,057 | -3.2% | 0.36% | -0.5% |
| Q3 2013 | $736,000 | +5.4% | 6,256 | -1.6% | 0.36% | +1.1% |
| Q2 2013 | $698,000 | – | 6,355 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSC Wealth Advisors, LLC | 20,793 | $5,613,000 | 5.32% |
| Marks Wealth, LLC | 54,915 | $14,824,000 | 4.52% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 20,998 | $5,668,000 | 3.72% |
| Cadent Capital Advisors, LLC | 20,986 | $5,665,000 | 2.58% |
| Delos Wealth Advisors, LLC | 7,805 | $2,107,000 | 2.08% |
| Thrive Capital Management, LLC | 9,734 | $2,628,000 | 1.59% |
| Kesler, Norman & Wride, LLC | 26,174 | $7,066,000 | 1.57% |
| Indie Asset Partners, LLC | 7,550 | $2,038,000 | 1.53% |
| Round Table Services, LLC | 33,781 | $9,119,000 | 1.52% |
| Richard Bernstein Advisors LLC | 285,766 | $76,725,000 | 1.52% |