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 | $8,235 | -6.4% | 35 | 0.0% | 0.01% | -21.4% |
| Q2 2023 | $8,801 | +10.0% | 35 | 0.0% | 0.01% | +7.7% |
| Q1 2023 | $8,003 | +7.1% | 35 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7,474 | +24.6% | 35 | +25.0% | 0.01% | +18.2% |
| Q3 2022 | $6,000 | 0.0% | 28 | 0.0% | 0.01% | +10.0% |
| Q2 2022 | $6,000 | +20.0% | 28 | +40.0% | 0.01% | +42.9% |
| Q1 2022 | $5,000 | +400.0% | 20 | +300.0% | 0.01% | +600.0% |
| Q4 2021 | $1,000 | -75.0% | 5 | -73.7% | 0.00% | -90.0% |
| Q2 2019 | $4,000 | 0.0% | 19 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $4,000 | +33.3% | 19 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 19 | 0.0% | 0.01% | -23.1% |
| Q3 2018 | $4,000 | – | 19 | – | 0.01% | – |
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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% |