ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,621 | +3.2% | 1,795 | +10.3% | 0.01% | 0.0% |
| Q2 2023 | $406,707 | +27.0% | 1,628 | +15.8% | 0.01% | +25.0% |
| Q1 2023 | $320,342 | +106680.7% | 1,406 | 0.0% | 0.00% | – |
| Q4 2022 | $300 | -99.9% | 1,406 | -2.4% | 0.00% | -100.0% |
| Q3 2022 | $283,000 | -6.3% | 1,441 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $302,000 | -42.7% | 1,418 | -25.6% | 0.01% | -37.5% |
| Q4 2021 | $527,000 | +10.5% | 1,907 | -2.8% | 0.01% | -33.3% |
| Q3 2021 | $477,000 | -10.5% | 1,962 | -4.2% | 0.01% | -14.3% |
| Q2 2021 | $533,000 | +147.9% | 2,049 | +145.4% | 0.01% | +133.3% |
| Q1 2021 | $215,000 | -14.7% | 835 | -35.3% | 0.01% | -40.0% |
| Q4 2019 | $252,000 | 0.0% | 1,290 | -4.8% | 0.01% | -9.1% |
| Q3 2019 | $252,000 | +9.1% | 1,355 | +10.2% | 0.01% | -21.4% |
| Q2 2019 | $231,000 | -7.2% | 1,230 | -7.5% | 0.01% | -12.5% |
| Q1 2019 | $249,000 | -1.6% | 1,330 | -13.2% | 0.02% | 0.0% |
| Q4 2018 | $253,000 | -41.6% | 1,532 | -27.7% | 0.02% | -51.5% |
| Q3 2018 | $433,000 | +22.3% | 2,118 | +12.5% | 0.03% | +3.1% |
| Q2 2018 | $354,000 | – | 1,883 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |