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 2023 | $2,455 | -6.4% | 10,504 | 0.0% | 0.38% | -4.1% |
| Q2 2023 | $2,624 | +9.5% | 10,504 | -0.1% | 0.39% | -0.5% |
| Q1 2023 | $2,396 | +6.7% | 10,516 | 0.0% | 0.39% | +1.0% |
| Q4 2022 | $2,246 | -99.9% | 10,516 | -1.8% | 0.39% | -4.9% |
| Q3 2022 | $2,106,000 | -7.7% | 10,712 | 0.0% | 0.41% | -4.0% |
| Q2 2022 | $2,281,000 | -21.4% | 10,712 | -0.3% | 0.43% | -11.4% |
| Q1 2022 | $2,901,000 | -3.5% | 10,747 | -1.2% | 0.48% | -0.6% |
| Q4 2021 | $3,006,000 | +15.9% | 10,873 | +2.0% | 0.48% | +4.8% |
| Q3 2021 | $2,593,000 | -5.4% | 10,662 | +1.2% | 0.46% | -5.9% |
| Q2 2021 | $2,740,000 | -0.7% | 10,539 | -1.6% | 0.49% | -2.8% |
| Q1 2021 | $2,759,000 | +21.1% | 10,708 | +3.7% | 0.51% | +0.6% |
| Q4 2020 | $2,278,000 | +13.3% | 10,327 | +2.2% | 0.50% | +0.4% |
| Q3 2020 | $2,010,000 | +22.0% | 10,103 | -0.2% | 0.50% | +15.2% |
| Q2 2020 | $1,647,000 | +70.5% | 10,124 | +44.9% | 0.44% | +43.6% |
| Q1 2020 | $966,000 | – | 6,986 | – | 0.30% | – |
Download | ||||||
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% |