ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 332,982 | $24,896,000 | 4.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 43,260 | $10,520,000 | 3.93% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 23,447 | $5,702,000 | 3.73% |
| Delos Wealth Advisors, LLC | 8,781 | $2,135,000 | 2.35% |
| Cadent Capital Advisors, LLC | 21,131 | $5,139,000 | 2.29% |
| Round Table Services, LLC | 33,828 | $8,226,000 | 1.76% |
| Kesler, Norman & Wride, LLC | 28,696 | $6,978,000 | 1.64% |
| Advocacy Wealth Management Services, LLC | 34,247 | $8,328,000 | 1.50% |
| Richard Bernstein Advisors LLC | 268,140 | $65,206,000 | 1.32% |
| Indie Asset Partners, LLC | 6,570 | $1,598,000 | 1.29% |