ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,728,497 | -19.4% | 15,949 | -13.9% | 0.12% | -18.4% |
| Q2 2023 | $4,628,242 | -69.2% | 18,526 | -71.9% | 0.14% | -71.0% |
| Q1 2023 | $15,029,371 | +5.0% | 65,965 | -1.5% | 0.49% | -0.8% |
| Q4 2022 | $14,307,853 | -1.2% | 67,000 | -9.1% | 0.49% | -27.4% |
| Q3 2022 | $14,486,000 | -4.8% | 73,696 | +3.1% | 0.68% | -5.6% |
| Q2 2022 | $15,222,000 | -18.3% | 71,497 | +3.6% | 0.72% | -9.9% |
| Q1 2022 | $18,627,000 | +18.3% | 69,003 | +21.1% | 0.80% | +29.5% |
| Q4 2021 | $15,749,000 | +28.1% | 56,964 | +12.7% | 0.61% | +3.7% |
| Q3 2021 | $12,292,000 | -6.3% | 50,545 | +0.1% | 0.59% | -14.9% |
| Q2 2021 | $13,120,000 | +7.6% | 50,470 | +6.7% | 0.70% | +0.4% |
| Q1 2021 | $12,189,000 | +34.6% | 47,311 | +15.2% | 0.69% | +24.9% |
| Q4 2020 | $9,058,000 | – | 41,072 | – | 0.56% | – |
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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% |