ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FSC Wealth Advisors, LLC | 20,793 | $5,613,000 | 5.32% |
Marks Wealth, LLC | 54,915 | $14,824,000 | 4.52% |
WASHBURN CAPITAL MANAGEMENT, INC. | 20,998 | $5,668,000 | 3.72% |
Cadent Capital Advisors, LLC | 20,986 | $5,665,000 | 2.58% |
Delos Wealth Advisors, LLC | 7,805 | $2,107,000 | 2.08% |
Thrive Capital Management, LLC | 9,734 | $2,628,000 | 1.59% |
Kesler, Norman & Wride, LLC | 26,174 | $7,066,000 | 1.57% |
Indie Asset Partners, LLC | 7,550 | $2,038,000 | 1.53% |
Round Table Services, LLC | 33,781 | $9,119,000 | 1.52% |
Richard Bernstein Advisors LLC | 285,766 | $76,725,000 | 1.52% |