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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $277,000 | -4.5% | 1,026 | -2.1% | 0.00% | -20.0% |
| Q4 2021 | $290,000 | -42.5% | 1,048 | -49.4% | 0.01% | -16.7% |
| Q3 2021 | $504,000 | -15.2% | 2,072 | -9.3% | 0.01% | -25.0% |
| Q2 2021 | $594,000 | -2.1% | 2,284 | -3.1% | 0.01% | 0.0% |
| Q1 2021 | $607,000 | +11.2% | 2,358 | -4.8% | 0.01% | 0.0% |
| Q4 2020 | $546,000 | +8.8% | 2,477 | -1.9% | 0.01% | 0.0% |
| Q3 2020 | $502,000 | +34.2% | 2,524 | +9.7% | 0.01% | +14.3% |
| Q2 2020 | $374,000 | – | 2,301 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |