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 | $1,851,692 | +16.3% | 7,921 | +24.3% | 0.00% | 0.0% |
| Q2 2023 | $1,592,103 | +3.7% | 6,373 | -5.4% | 0.00% | 0.0% |
| Q1 2023 | $1,535,414 | +22.5% | 6,739 | +14.8% | 0.00% | 0.0% |
| Q4 2022 | $1,253,752 | +9.1% | 5,871 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $1,149,000 | +15.1% | 5,848 | +24.7% | 0.00% | 0.0% |
| Q2 2022 | $998,000 | -23.1% | 4,688 | -2.5% | 0.00% | 0.0% |
| Q1 2022 | $1,298,000 | +9.9% | 4,807 | +12.5% | 0.00% | 0.0% |
| Q4 2021 | $1,181,000 | +4.8% | 4,273 | -7.8% | 0.00% | 0.0% |
| Q3 2021 | $1,127,000 | -7.2% | 4,636 | -0.8% | 0.00% | 0.0% |
| Q2 2021 | $1,215,000 | 0.0% | 4,674 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $1,215,000 | +9.5% | 4,716 | -6.3% | 0.00% | 0.0% |
| Q4 2020 | $1,110,000 | +12.9% | 5,035 | +1.9% | 0.00% | -33.3% |
| Q3 2020 | $983,000 | +135.2% | 4,941 | +92.2% | 0.00% | +200.0% |
| Q2 2020 | $418,000 | +22.2% | 2,571 | +3.8% | 0.00% | 0.0% |
| Q1 2020 | $342,000 | -29.6% | 2,477 | -0.4% | 0.00% | 0.0% |
| Q4 2019 | $486,000 | +5.0% | 2,487 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $463,000 | -1.1% | 2,487 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $468,000 | -2.5% | 2,487 | -2.9% | 0.00% | 0.0% |
| Q1 2019 | $480,000 | +10.9% | 2,562 | -2.3% | 0.00% | 0.0% |
| Q4 2018 | $433,000 | -17.5% | 2,622 | +2.2% | 0.00% | 0.0% |
| Q3 2018 | $525,000 | +9.6% | 2,566 | -0.2% | 0.00% | 0.0% |
| Q2 2018 | $479,000 | -57.8% | 2,572 | -57.6% | 0.00% | -60.0% |
| Q1 2018 | $1,136,000 | +127.7% | 6,072 | +133.1% | 0.01% | +150.0% |
| Q4 2017 | $499,000 | +8.5% | 2,605 | +1.1% | 0.00% | 0.0% |
| Q3 2017 | $460,000 | -61.2% | 2,576 | -62.7% | 0.00% | -66.7% |
| Q2 2017 | $1,187,000 | +91.8% | 6,901 | +82.8% | 0.01% | +100.0% |
| Q1 2017 | $619,000 | +150.6% | 3,776 | +149.1% | 0.00% | +50.0% |
| Q4 2016 | $247,000 | +27.3% | 1,516 | +13.6% | 0.00% | +100.0% |
| Q3 2016 | $194,000 | +1.0% | 1,334 | -7.0% | 0.00% | 0.0% |
| Q2 2016 | $192,000 | -13.5% | 1,434 | -8.0% | 0.00% | -50.0% |
| Q1 2016 | $222,000 | +68.2% | 1,558 | +59.1% | 0.00% | +100.0% |
| Q4 2015 | $132,000 | -31.2% | 979 | -28.5% | 0.00% | -50.0% |
| Q3 2015 | $192,000 | +2.7% | 1,369 | +14.7% | 0.00% | 0.0% |
| Q1 2015 | $187,000 | -22.1% | 1,194 | -18.4% | 0.00% | 0.0% |
| Q4 2014 | $240,000 | +144.9% | 1,464 | +125.2% | 0.00% | +100.0% |
| Q3 2014 | $98,000 | +15.3% | 650 | +13.0% | 0.00% | 0.0% |
| Q2 2014 | $85,000 | +2.4% | 575 | -6.5% | 0.00% | 0.0% |
| Q1 2014 | $83,000 | +56.6% | 615 | +53.8% | 0.00% | 0.0% |
| Q4 2013 | $53,000 | -67.9% | 400 | -71.4% | 0.00% | -66.7% |
| Q3 2013 | $165,000 | +1400.0% | 1,400 | +1300.0% | 0.00% | – |
| Q2 2013 | $11,000 | – | 100 | – | 0.00% | – |
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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% |