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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,676 | -6.4% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $13,546 | +9.6% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,354 | +6.7% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,579 | +5.3% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +15.4% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | -43.5% | 54 | -39.3% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +53.3% | 89 | +27.1% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +27.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +10.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -28.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | -26.3% | 70 | -32.7% | 0.00% | 0.0% |
| Q3 2019 | $19,000 | +35.7% | 104 | +4.0% | 0.00% | -50.0% |
| Q2 2015 | $14,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $16,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |