ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $826,000 | +1.5% | 3,528 | +7.4% | 0.00% | 0.0% |
| Q2 2023 | $814,000 | +9.9% | 3,284 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $741,000 | -23.2% | 3,252 | -28.3% | 0.00% | 0.0% |
| Q4 2022 | $965,000 | -42.9% | 4,534 | -47.1% | 0.00% | -60.0% |
| Q3 2022 | $1,691,000 | -13.9% | 8,565 | -7.4% | 0.01% | 0.0% |
| Q2 2022 | $1,965,000 | -22.6% | 9,250 | -1.7% | 0.01% | -16.7% |
| Q1 2022 | $2,538,000 | -6.8% | 9,407 | -4.5% | 0.01% | 0.0% |
| Q4 2021 | $2,724,000 | +15.5% | 9,850 | -1.3% | 0.01% | 0.0% |
| Q3 2021 | $2,358,000 | -38.7% | 9,982 | -32.7% | 0.01% | -45.5% |
| Q2 2021 | $3,847,000 | +142.6% | 14,823 | +140.8% | 0.01% | +120.0% |
| Q1 2021 | $1,586,000 | +161.3% | 6,156 | +124.6% | 0.01% | +66.7% |
| Q4 2020 | $607,000 | +183.6% | 2,741 | +138.1% | 0.00% | +200.0% |
| Q1 2019 | $214,000 | -75.8% | 1,151 | -73.5% | 0.00% | -83.3% |
| Q3 2018 | $886,000 | +7.0% | 4,341 | -2.3% | 0.01% | 0.0% |
| Q2 2018 | $828,000 | -7.6% | 4,443 | -7.3% | 0.01% | -25.0% |
| Q1 2018 | $896,000 | -55.0% | 4,793 | -54.0% | 0.01% | -50.0% |
| Q4 2017 | $1,989,000 | +1.5% | 10,427 | -4.6% | 0.02% | -5.9% |
| Q3 2017 | $1,959,000 | +2.5% | 10,926 | -2.1% | 0.02% | 0.0% |
| Q2 2017 | $1,911,000 | +17.9% | 11,156 | +12.6% | 0.02% | +6.2% |
| Q1 2017 | $1,621,000 | +150.2% | 9,906 | +117.5% | 0.02% | +700.0% |
| Q1 2016 | $648,000 | -13.5% | 4,554 | -17.8% | 0.00% | -77.8% |
| Q4 2015 | $749,000 | -75.5% | 5,540 | -74.5% | 0.01% | -77.5% |
| Q3 2015 | $3,056,000 | +5.6% | 21,764 | +9.0% | 0.04% | -13.0% |
| Q2 2015 | $2,895,000 | +200.0% | 19,970 | +173.1% | 0.05% | +130.0% |
| Q4 2013 | $965,000 | -6.8% | 7,313 | -16.9% | 0.02% | -23.1% |
| Q3 2013 | $1,035,000 | +4.9% | 8,799 | -2.0% | 0.03% | -3.7% |
| Q2 2013 | $987,000 | – | 8,983 | – | 0.03% | – |
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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% |