ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 136 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,438,094 | -9.4% | 31,818 | -3.2% | 0.00% | 0.0% |
| Q2 2023 | $8,213,082 | +7.5% | 32,876 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $7,641,754 | -76.0% | 33,540 | -77.5% | 0.00% | -75.0% |
| Q4 2022 | $31,814,679 | +278.8% | 148,980 | +248.6% | 0.01% | +200.0% |
| Q3 2022 | $8,399,000 | -29.0% | 42,732 | -23.0% | 0.00% | -20.0% |
| Q2 2022 | $11,822,000 | -44.6% | 55,529 | -29.8% | 0.01% | -28.6% |
| Q1 2022 | $21,356,000 | -44.2% | 79,111 | -42.9% | 0.01% | -36.4% |
| Q4 2021 | $38,281,000 | +21.4% | 138,461 | +6.8% | 0.01% | +10.0% |
| Q3 2021 | $31,530,000 | -8.5% | 129,657 | -2.2% | 0.01% | -9.1% |
| Q2 2021 | $34,450,000 | +28.3% | 132,521 | +27.1% | 0.01% | +22.2% |
| Q1 2021 | $26,856,000 | +23.1% | 104,244 | +5.4% | 0.01% | +28.6% |
| Q4 2020 | $21,818,000 | +46.5% | 98,928 | +32.2% | 0.01% | +16.7% |
| Q3 2020 | $14,889,000 | +48.7% | 74,844 | +21.6% | 0.01% | +50.0% |
| Q2 2020 | $10,013,000 | +37.3% | 61,565 | +16.7% | 0.00% | +33.3% |
| Q1 2020 | $7,291,000 | -28.7% | 52,746 | +0.9% | 0.00% | -25.0% |
| Q4 2019 | $10,220,000 | -7.0% | 52,260 | -11.5% | 0.00% | 0.0% |
| Q3 2019 | $10,993,000 | -31.2% | 59,057 | -30.4% | 0.00% | -33.3% |
| Q2 2019 | $15,969,000 | +4.1% | 84,856 | +3.6% | 0.01% | 0.0% |
| Q1 2019 | $15,338,000 | +32.0% | 81,905 | +16.3% | 0.01% | +20.0% |
| Q4 2018 | $11,617,000 | -16.4% | 70,401 | +3.6% | 0.01% | -16.7% |
| Q3 2018 | $13,903,000 | +10.8% | 67,968 | +0.9% | 0.01% | +20.0% |
| Q2 2018 | $12,549,000 | -12.0% | 67,383 | -11.6% | 0.01% | -16.7% |
| Q1 2018 | $14,261,000 | +35.4% | 76,255 | +38.8% | 0.01% | +50.0% |
| Q4 2017 | $10,531,000 | +33.7% | 54,953 | +24.4% | 0.00% | 0.0% |
| Q3 2017 | $7,878,000 | -3.5% | 44,157 | -6.9% | 0.00% | 0.0% |
| Q2 2017 | $8,162,000 | -12.5% | 47,435 | -16.6% | 0.00% | -20.0% |
| Q1 2017 | $9,331,000 | -16.9% | 56,898 | -17.5% | 0.01% | -16.7% |
| Q4 2016 | $11,232,000 | -19.8% | 68,974 | -28.5% | 0.01% | -25.0% |
| Q3 2016 | $14,006,000 | +21.8% | 96,429 | +12.5% | 0.01% | +14.3% |
| Q2 2016 | $11,499,000 | -28.1% | 85,723 | -23.6% | 0.01% | -36.4% |
| Q1 2016 | $15,986,000 | +95.8% | 112,255 | +85.2% | 0.01% | +120.0% |
| Q4 2015 | $8,165,000 | -10.4% | 60,605 | -6.9% | 0.01% | -16.7% |
| Q3 2015 | $9,112,000 | +8.9% | 65,125 | +12.8% | 0.01% | 0.0% |
| Q2 2015 | $8,367,000 | -56.4% | 57,710 | -52.9% | 0.01% | -53.8% |
| Q1 2015 | $19,203,000 | -24.8% | 122,607 | -21.2% | 0.01% | -27.8% |
| Q4 2014 | $25,539,000 | – | 155,658 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 332,982 | $24,896,000 | 4.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 43,260 | $10,520,000 | 3.93% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 23,447 | $5,702,000 | 3.73% |
| Delos Wealth Advisors, LLC | 8,781 | $2,135,000 | 2.35% |
| Cadent Capital Advisors, LLC | 21,131 | $5,139,000 | 2.29% |
| Round Table Services, LLC | 33,828 | $8,226,000 | 1.76% |
| Kesler, Norman & Wride, LLC | 28,696 | $6,978,000 | 1.64% |
| Advocacy Wealth Management Services, LLC | 34,247 | $8,328,000 | 1.50% |
| Richard Bernstein Advisors LLC | 268,140 | $65,206,000 | 1.32% |
| Indie Asset Partners, LLC | 6,570 | $1,598,000 | 1.29% |