ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 175 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 4.68 and the average weighting 0.1%.
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. | 40,982 | $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% |