ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $577,000 | +42.1% | 4,303 | +50.8% | 0.01% | +42.9% |
| Q1 2016 | $406,000 | -93.6% | 2,853 | -94.0% | 0.01% | -89.4% |
| Q4 2015 | $6,354,000 | -4.3% | 47,158 | -0.7% | 0.07% | +3.1% |
| Q3 2015 | $6,641,000 | +5.2% | 47,467 | +9.0% | 0.06% | +10.3% |
| Q2 2015 | $6,315,000 | +2.5% | 43,560 | +10.8% | 0.06% | -4.9% |
| Q1 2015 | $6,160,000 | -6.3% | 39,329 | -1.8% | 0.06% | +48.8% |
| Q4 2014 | $6,572,000 | -10.5% | 40,059 | -17.6% | 0.04% | +10.8% |
| Q3 2014 | $7,339,000 | +9.2% | 48,638 | +6.4% | 0.04% | +15.6% |
| Q2 2014 | $6,720,000 | -44.0% | 45,712 | -49.7% | 0.03% | -50.8% |
| Q4 2013 | $11,990,000 | -71.8% | 90,900 | -74.9% | 0.06% | -75.3% |
| Q3 2013 | $42,523,000 | +1849.7% | 361,500 | +1721.4% | 0.26% | +1923.1% |
| Q2 2013 | $2,181,000 | – | 19,847 | – | 0.01% | – |
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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% |