ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,574 | -6.4% | 550 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $137,401 | +9.6% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $125,312 | +6.7% | 550 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $117,453 | +8.8% | 550 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $108,000 | -7.7% | 550 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $117,000 | -20.9% | 550 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $148,000 | -2.6% | 550 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $152,000 | +13.4% | 550 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $134,000 | -6.3% | 550 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $143,000 | +0.7% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $142,000 | +17.4% | 550 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $121,000 | +11.0% | 550 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $109,000 | +22.5% | 550 | 0.0% | 0.01% | +40.0% |
| Q2 2020 | $89,000 | – | 550 | – | 0.01% | – |
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% |