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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $520,000 | -15.0% | 1,928 | -13.0% | 0.56% | +37.3% |
| Q4 2021 | $612,000 | +14.0% | 2,215 | +0.4% | 0.41% | +23.9% |
| Q3 2021 | $537,000 | +27.6% | 2,207 | +35.0% | 0.33% | +5.1% |
| Q1 2021 | $421,000 | +12.0% | 1,635 | -4.0% | 0.32% | +8.6% |
| Q4 2020 | $376,000 | -80.0% | 1,703 | -81.5% | 0.29% | -73.6% |
| Q3 2018 | $1,884,000 | +20.1% | 9,209 | +9.3% | 1.10% | -32.1% |
| Q2 2018 | $1,569,000 | +104.0% | 8,425 | +104.9% | 1.62% | +244.5% |
| Q1 2018 | $769,000 | +113.0% | 4,111 | +118.2% | 0.47% | +40.3% |
| Q4 2017 | $361,000 | +53.6% | 1,884 | +16.3% | 0.34% | +90.3% |
| Q2 2015 | $235,000 | -90.0% | 1,620 | -89.2% | 0.18% | -90.2% |
| Q1 2015 | $2,360,000 | -6.9% | 15,066 | -2.5% | 1.79% | +0.6% |
| Q4 2014 | $2,536,000 | -9.5% | 15,459 | -16.7% | 1.78% | -20.9% |
| Q3 2014 | $2,801,000 | +47.1% | 18,560 | +43.3% | 2.25% | +3.6% |
| Q2 2014 | $1,904,000 | -24.3% | 12,949 | -30.3% | 2.17% | -0.4% |
| Q1 2014 | $2,515,000 | – | 18,565 | – | 2.18% | – |
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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% |