ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $221,000 | -3.5% | 1,580 | 0.0% | 0.13% | -16.0% |
| Q2 2015 | $229,000 | -8.8% | 1,580 | -1.6% | 0.16% | -9.8% |
| Q1 2015 | $251,000 | -7.7% | 1,605 | -3.0% | 0.17% | -11.7% |
| Q4 2014 | $272,000 | +8.8% | 1,655 | 0.0% | 0.20% | +6.5% |
| Q3 2014 | $250,000 | +2.9% | 1,655 | 0.0% | 0.18% | +4.5% |
| Q2 2014 | $243,000 | +3.8% | 1,655 | -4.1% | 0.18% | -2.8% |
| Q1 2014 | $234,000 | 0.0% | 1,725 | -2.8% | 0.18% | -3.7% |
| Q4 2013 | $234,000 | +12.0% | 1,775 | 0.0% | 0.19% | +3.3% |
| Q3 2013 | $209,000 | +3.0% | 1,775 | -4.1% | 0.18% | -5.2% |
| Q2 2013 | $203,000 | – | 1,850 | – | 0.19% | – |
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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% |