ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 200 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $143,946 | -7.1% | 2,200 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $154,880 | +7.3% | 2,200 | +300.0% | 0.01% | 0.0% |
| Q4 2023 | $144,337 | +12.3% | 550 | 0.0% | 0.01% | 0.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 30,105 | $5,637,000 | 3.45% |
| STRATEGIC WEALTH MANAGEMENT INC | 18,277 | $3,418,000 | 2.89% |
| TOTH FINANCIAL ADVISORY CORP | 44,238 | $8,274,000 | 2.01% |
| Clarus Wealth Advisors | 6,888 | $1,288,000 | 1.19% |
| Sage Capital Advisors,llc | 6,009 | $1,124,000 | 0.80% |
| FIRST UNITED BANK & TRUST | 4,419 | $826,000 | 0.54% |
| NVWM, LLC | 3,935 | $721,000 | 0.52% |
| BAROMETER CAPITAL MANAGEMENT INC. | 32,700 | $6,116,000 | 0.52% |
| CHARTIST INC /CA/ | 5,553 | $1,038,627,000 | 0.49% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 340,064 | $63,602,000 | 0.48% |