ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,708 | -57.3% | 8 | -66.7% | 0.00% | – |
| Q3 2022 | $4,000 | -50.0% | 24 | -33.3% | 0.00% | – |
| Q2 2022 | $8,000 | -100.0% | 36 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $76,725,000 | +0.3% | 285,766 | +3.3% | 1.52% | +2.7% |
| Q4 2021 | $76,497,000 | +17.3% | 276,685 | +3.2% | 1.48% | +12.2% |
| Q3 2021 | $65,206,000 | -1.0% | 268,140 | +5.9% | 1.32% | -3.7% |
| Q2 2021 | $65,848,000 | +9.0% | 253,302 | +8.0% | 1.36% | -1.1% |
| Q1 2021 | $60,414,000 | +24.8% | 234,500 | +6.9% | 1.38% | +16.1% |
| Q4 2020 | $48,397,000 | +17.9% | 219,448 | +6.4% | 1.19% | +3.2% |
| Q3 2020 | $41,042,000 | +32.2% | 206,310 | +8.1% | 1.15% | +18.5% |
| Q2 2020 | $31,039,000 | – | 190,850 | – | 0.97% | – |
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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% |