ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 158 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $41,012 | +6.7% | 180 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $38,439 | +9.8% | 180 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $35,000 | -7.9% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $38,000 | -22.4% | 180 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $49,000 | +188.2% | 180 | +195.1% | 0.01% | +133.3% |
| Q4 2021 | $17,000 | +6.2% | 61 | -7.6% | 0.00% | +50.0% |
| Q3 2021 | $16,000 | -59.0% | 66 | -56.0% | 0.00% | -88.2% |
| Q1 2021 | $39,000 | +18.2% | 150 | 0.0% | 0.02% | +13.3% |
| Q4 2020 | $33,000 | +10.0% | 150 | 0.0% | 0.02% | +25.0% |
| Q3 2020 | $30,000 | +25.0% | 150 | 0.0% | 0.01% | +20.0% |
| Q2 2020 | $24,000 | +50.0% | 150 | +54.6% | 0.01% | 0.0% |
| Q4 2014 | $16,000 | +6.7% | 97 | 0.0% | 0.01% | +11.1% |
| Q3 2014 | $15,000 | +7.1% | 97 | 0.0% | 0.01% | +12.5% |
| Q2 2014 | $14,000 | – | 97 | – | 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% |