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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |