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 ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 54,808 | $14,120,000 | 4.64% |
| TOBIAS FINANCIAL ADVISORS, INC. | 41,712 | $10,746,000 | 4.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 82,094 | $21,230,000 | 4.34% |
| Paragon Wealth Strategies, LLC | 54,322 | $13,995,000 | 4.26% |
| Cadent Capital Advisors, LLC | 36,411 | $9,381,000 | 4.16% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 21,687 | $5,587,000 | 3.79% |
| MinichMacGregor Wealth Management, LLC | 38,945 | $10,033,000 | 3.75% |
| Kesler, Norman & Wride, LLC | 30,063 | $7,745,000 | 1.92% |
| Migdal Insurance & Financial Holdings Ltd. | 728,000 | $187,555,000 | 1.89% |
| Richard Bernstein Advisors LLC | 234,500 | $60,414,000 | 1.38% |