ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $652,920 | -6.4% | 2,793 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $697,747 | +6.9% | 2,793 | -2.5% | 0.01% | 0.0% |
| Q1 2023 | $652,989 | +13.5% | 2,866 | +6.4% | 0.01% | +10.0% |
| Q4 2022 | $575,304 | +6.9% | 2,694 | -1.6% | 0.01% | -28.6% |
| Q3 2022 | $538,000 | -9.0% | 2,738 | -1.3% | 0.01% | +7.7% |
| Q2 2022 | $591,000 | -53.3% | 2,775 | -40.8% | 0.01% | -48.0% |
| Q1 2022 | $1,266,000 | -6.9% | 4,689 | -4.7% | 0.02% | -10.7% |
| Q4 2021 | $1,360,000 | +20.1% | 4,920 | +5.7% | 0.03% | +27.3% |
| Q3 2021 | $1,132,000 | +28.3% | 4,656 | +37.3% | 0.02% | +4.8% |
| Q2 2021 | $882,000 | +13.4% | 3,392 | +12.4% | 0.02% | 0.0% |
| Q1 2021 | $778,000 | +15.1% | 3,019 | -1.5% | 0.02% | -4.5% |
| Q4 2020 | $676,000 | +8.5% | 3,066 | -2.0% | 0.02% | -4.3% |
| Q3 2020 | $623,000 | -48.4% | 3,130 | -57.8% | 0.02% | -55.8% |
| Q2 2020 | $1,208,000 | -31.0% | 7,425 | -41.4% | 0.05% | -44.7% |
| Q1 2020 | $1,750,000 | +154.7% | 12,661 | +260.1% | 0.09% | +224.1% |
| Q4 2019 | $687,000 | +5.0% | 3,516 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $654,000 | -30.8% | 3,516 | -29.9% | 0.03% | -31.0% |
| Q2 2019 | $945,000 | -9.4% | 5,014 | -10.0% | 0.04% | -19.2% |
| Q1 2019 | $1,043,000 | -6.0% | 5,569 | -17.1% | 0.05% | -20.0% |
| Q4 2018 | $1,110,000 | -32.7% | 6,715 | -17.0% | 0.06% | -19.8% |
| Q3 2018 | $1,650,000 | +16.4% | 8,086 | +6.3% | 0.08% | -1.2% |
| Q2 2018 | $1,417,000 | -3.7% | 7,604 | -3.5% | 0.08% | -7.9% |
| Q1 2018 | $1,472,000 | -7.5% | 7,878 | -5.4% | 0.09% | -8.2% |
| Q4 2017 | $1,592,000 | +80.7% | 8,328 | +68.5% | 0.10% | +83.0% |
| Q3 2017 | $881,000 | +3.6% | 4,942 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $850,000 | +54.5% | 4,942 | +46.6% | 0.05% | +43.2% |
| Q1 2017 | $550,000 | +22.5% | 3,370 | +22.5% | 0.04% | +8.8% |
| Q4 2016 | $449,000 | +47.2% | 2,750 | +29.9% | 0.03% | +47.8% |
| Q3 2016 | $305,000 | +19.1% | 2,117 | +10.4% | 0.02% | +15.0% |
| Q2 2016 | $256,000 | -5.9% | 1,917 | -0.6% | 0.02% | -13.0% |
| Q1 2016 | $272,000 | -19.0% | 1,929 | -22.7% | 0.02% | -17.9% |
| Q4 2015 | $336,000 | +56.3% | 2,494 | +60.5% | 0.03% | +40.0% |
| Q3 2015 | $215,000 | -3.2% | 1,554 | +0.3% | 0.02% | +5.3% |
| Q2 2015 | $222,000 | -26.5% | 1,549 | -19.3% | 0.02% | -32.1% |
| Q1 2015 | $302,000 | -54.2% | 1,919 | -52.3% | 0.03% | -56.2% |
| Q4 2014 | $659,000 | – | 4,025 | – | 0.06% | – |
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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% |