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 | $719,951 | -10.5% | 3,080 | -4.3% | 0.01% | -14.3% |
| Q2 2023 | $804,037 | +9.0% | 3,218 | -0.6% | 0.01% | 0.0% |
| Q1 2023 | $737,542 | +33.1% | 3,237 | +14.9% | 0.01% | +16.7% |
| Q3 2022 | $554,000 | -16.1% | 2,818 | -9.0% | 0.01% | 0.0% |
| Q2 2022 | $660,000 | -30.7% | 3,098 | -12.2% | 0.01% | -14.3% |
| Q1 2022 | $953,000 | -2.2% | 3,530 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $974,000 | +23.4% | 3,522 | +8.6% | 0.01% | +40.0% |
| Q3 2021 | $789,000 | -57.8% | 3,243 | -54.9% | 0.01% | -68.8% |
| Q2 2021 | $1,871,000 | +6.5% | 7,197 | +5.6% | 0.02% | -5.9% |
| Q1 2021 | $1,756,000 | +235.1% | 6,814 | +186.5% | 0.02% | +240.0% |
| Q4 2020 | $524,000 | +26.3% | 2,378 | +14.0% | 0.01% | 0.0% |
| Q3 2020 | $415,000 | +10.4% | 2,086 | -9.9% | 0.01% | 0.0% |
| Q2 2020 | $376,000 | -2.6% | 2,314 | -17.2% | 0.01% | -28.6% |
| Q1 2020 | $386,000 | -52.3% | 2,796 | -32.5% | 0.01% | -46.2% |
| Q4 2019 | $810,000 | -8.1% | 4,143 | -12.5% | 0.01% | -7.1% |
| Q3 2019 | $881,000 | -4.9% | 4,734 | -3.8% | 0.01% | -17.6% |
| Q2 2019 | $926,000 | +5.9% | 4,922 | +5.5% | 0.02% | 0.0% |
| Q1 2019 | $874,000 | +15.0% | 4,667 | +1.3% | 0.02% | -5.6% |
| Q4 2018 | $760,000 | -26.6% | 4,606 | -9.0% | 0.02% | -14.3% |
| Q3 2018 | $1,035,000 | +110.4% | 5,061 | +93.3% | 0.02% | +162.5% |
| Q2 2018 | $492,000 | -41.5% | 2,618 | -41.8% | 0.01% | -75.8% |
| Q1 2018 | $841,000 | +97.9% | 4,495 | +110.1% | 0.03% | +83.3% |
| Q4 2017 | $425,000 | -43.3% | 2,139 | -49.3% | 0.02% | -5.3% |
| Q3 2017 | $749,000 | +5.6% | 4,220 | +3.6% | 0.02% | 0.0% |
| Q2 2017 | $709,000 | +2.9% | 4,072 | -3.4% | 0.02% | 0.0% |
| Q1 2017 | $689,000 | +75.8% | 4,217 | +78.0% | 0.02% | +46.2% |
| Q4 2016 | $392,000 | -46.2% | 2,369 | -56.2% | 0.01% | -62.9% |
| Q4 2015 | $729,000 | -71.2% | 5,407 | -70.2% | 0.04% | -74.8% |
| Q3 2015 | $2,535,000 | -35.2% | 18,115 | -32.9% | 0.14% | -25.3% |
| Q2 2015 | $3,915,000 | +9.1% | 27,002 | +17.9% | 0.19% | -10.1% |
| Q1 2015 | $3,588,000 | -56.2% | 22,907 | -54.1% | 0.21% | -60.7% |
| Q4 2014 | $8,192,000 | +1310.0% | 49,929 | +1196.5% | 0.53% | +1217.5% |
| Q3 2014 | $581,000 | +108.2% | 3,851 | +103.1% | 0.04% | +66.7% |
| Q2 2014 | $279,000 | – | 1,896 | – | 0.02% | – |
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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% |