ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,186 | -4.1% | 1,113 | +2.5% | 0.00% | 0.0% |
| Q2 2023 | $271,305 | +9.6% | 1,086 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $247,434 | +8.1% | 1,086 | +1.3% | 0.00% | 0.0% |
| Q4 2022 | $228,926 | +9.0% | 1,072 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $210,000 | -7.9% | 1,070 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $228,000 | +985.7% | 1,070 | +1271.8% | 0.00% | – |
| Q1 2022 | $21,000 | -19.2% | 78 | -17.0% | 0.00% | – |
| Q4 2021 | $26,000 | -45.8% | 94 | -52.5% | 0.00% | – |
| Q3 2021 | $48,000 | +4.3% | 198 | +11.2% | 0.00% | – |
| Q2 2021 | $46,000 | +155.6% | 178 | +154.3% | 0.00% | – |
| Q1 2021 | $18,000 | +20.0% | 70 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | +7.1% | 70 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | +75.0% | 70 | +40.0% | 0.00% | – |
| Q2 2020 | $8,000 | -97.1% | 50 | -97.6% | 0.00% | -100.0% |
| Q1 2020 | $278,000 | +2988.9% | 2,115 | +4130.0% | 0.01% | – |
| Q3 2019 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | +12.5% | 50 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | -20.0% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $9,000 | -10.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | -44.4% | 50 | -50.0% | 0.00% | 0.0% |
| Q3 2017 | $18,000 | +100.0% | 100 | +100.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | – | 50 | – | 0.00% | – |
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% |