ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,733 | -6.4% | 1,231 | 0.0% | 0.02% | -10.5% |
| Q2 2023 | $307,487 | -6.9% | 1,231 | -15.1% | 0.02% | -9.5% |
| Q1 2023 | $330,331 | +6.7% | 1,450 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $309,613 | +7.5% | 1,450 | -1.0% | 0.02% | -12.0% |
| Q3 2022 | $288,000 | -38.9% | 1,464 | -33.9% | 0.02% | -39.0% |
| Q2 2022 | $471,000 | -21.2% | 2,214 | 0.0% | 0.04% | -18.0% |
| Q1 2022 | $598,000 | -3.4% | 2,214 | -1.1% | 0.05% | -7.4% |
| Q4 2021 | $619,000 | +14.2% | 2,238 | +0.4% | 0.05% | -6.9% |
| Q3 2021 | $542,000 | – | 2,228 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |