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 | $209,925 | -12.1% | 898 | -6.1% | 0.00% | 0.0% |
| Q2 2023 | $238,828 | -1.6% | 956 | -10.2% | 0.00% | 0.0% |
| Q1 2023 | $242,742 | -6.7% | 1,065 | -12.6% | 0.00% | 0.0% |
| Q4 2022 | $260,190 | +4.5% | 1,218 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $249,000 | -15.0% | 1,268 | -8.0% | 0.00% | -50.0% |
| Q2 2022 | $293,000 | -16.3% | 1,378 | +6.4% | 0.00% | 0.0% |
| Q1 2022 | $350,000 | -24.6% | 1,295 | -22.9% | 0.00% | 0.0% |
| Q4 2021 | $464,000 | +12.9% | 1,679 | -0.6% | 0.00% | 0.0% |
| Q3 2021 | $411,000 | -6.4% | 1,689 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $439,000 | +0.9% | 1,689 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $435,000 | +2.6% | 1,689 | -12.2% | 0.00% | -33.3% |
| Q4 2020 | $424,000 | +12.2% | 1,924 | +1.4% | 0.00% | +50.0% |
| Q3 2020 | $378,000 | +24.8% | 1,898 | +2.0% | 0.00% | 0.0% |
| Q2 2020 | $303,000 | -6.8% | 1,860 | -20.8% | 0.00% | -33.3% |
| Q1 2020 | $325,000 | -35.5% | 2,349 | -9.1% | 0.00% | 0.0% |
| Q4 2019 | $504,000 | +1.4% | 2,585 | -3.1% | 0.00% | 0.0% |
| Q3 2019 | $497,000 | -14.5% | 2,669 | -14.8% | 0.00% | -25.0% |
| Q2 2019 | $581,000 | -34.6% | 3,131 | -34.6% | 0.00% | -33.3% |
| Q1 2019 | $888,000 | -22.2% | 4,785 | -30.9% | 0.01% | -33.3% |
| Q4 2018 | $1,142,000 | -89.6% | 6,923 | -87.2% | 0.01% | -88.3% |
| Q3 2018 | $11,025,000 | -80.1% | 53,897 | -81.8% | 0.08% | -81.3% |
| Q2 2018 | $55,270,000 | -13.1% | 296,784 | -12.7% | 0.41% | -15.1% |
| Q1 2018 | $63,602,000 | -5.2% | 340,064 | -2.9% | 0.48% | -8.5% |
| Q4 2017 | $67,101,000 | +8.4% | 350,157 | +1.0% | 0.53% | +1.0% |
| Q3 2017 | $61,882,000 | -3.4% | 346,834 | -6.9% | 0.52% | -8.5% |
| Q2 2017 | $64,072,000 | -0.5% | 372,362 | -5.2% | 0.57% | -4.3% |
| Q1 2017 | $64,388,000 | +18.6% | 392,631 | +17.8% | 0.60% | +13.9% |
| Q4 2016 | $54,289,000 | +420.6% | 333,391 | +364.4% | 0.53% | +421.8% |
| Q3 2016 | $10,428,000 | +8.5% | 71,797 | +0.1% | 0.10% | +3.1% |
| Q2 2016 | $9,615,000 | +1838.5% | 71,752 | +1924.6% | 0.10% | +1533.3% |
| Q3 2015 | $496,000 | -92.0% | 3,544 | -91.7% | 0.01% | -91.7% |
| Q2 2015 | $6,219,000 | -47.6% | 42,897 | -44.4% | 0.07% | -50.3% |
| Q1 2015 | $11,873,000 | -66.6% | 77,108 | -64.4% | 0.14% | -45.7% |
| Q4 2014 | $35,514,000 | +150.5% | 216,456 | +130.4% | 0.27% | +8.5% |
| Q3 2014 | $14,176,000 | +23.9% | 93,943 | +20.7% | 0.25% | +16.0% |
| Q2 2014 | $11,439,000 | +203.3% | 77,814 | +179.5% | 0.21% | +165.0% |
| Q1 2014 | $3,771,000 | – | 27,843 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |