ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $500 | +11.9% | 2 | 0.0% | 0.00% | – |
| Q1 2023 | $447 | -99.9% | 2 | -99.9% | 0.00% | -100.0% |
| Q1 2022 | $408,000 | +3.6% | 1,486 | 0.0% | 0.08% | +17.2% |
| Q4 2021 | $394,000 | -24.1% | 1,486 | -27.5% | 0.06% | -31.2% |
| Q3 2021 | $519,000 | 0.0% | 2,051 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $519,000 | +15.1% | 2,051 | +17.2% | 0.09% | +4.5% |
| Q1 2021 | $451,000 | +18.7% | 1,750 | +1.5% | 0.09% | +12.7% |
| Q4 2020 | $380,000 | +11.4% | 1,724 | +0.7% | 0.08% | -16.8% |
| Q3 2020 | $341,000 | -99.1% | 1,712 | +674.7% | 0.10% | +115.9% |
| Q4 2016 | $36,022,000 | – | 221 | – | 0.04% | – |
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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% |