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 | $386,656 | +31.7% | 1,654 | +28.3% | 0.00% | 0.0% |
| Q1 2023 | $293,686 | -50.4% | 1,289 | -57.2% | 0.00% | -66.7% |
| Q3 2022 | $592,000 | +44.0% | 3,014 | +56.2% | 0.00% | +50.0% |
| Q2 2022 | $411,000 | -56.4% | 1,930 | -44.7% | 0.00% | -50.0% |
| Q1 2022 | $942,000 | +93.8% | 3,489 | +98.6% | 0.00% | +300.0% |
| Q4 2021 | $486,000 | -32.8% | 1,757 | -40.9% | 0.00% | -50.0% |
| Q3 2021 | $723,000 | -34.9% | 2,972 | -30.4% | 0.00% | -50.0% |
| Q2 2021 | $1,110,000 | +93.4% | 4,270 | +64.1% | 0.00% | 0.0% |
| Q4 2020 | $574,000 | -88.7% | 2,602 | -93.6% | 0.00% | -95.9% |
| Q3 2017 | $5,090,000 | – | 40,800 | – | 0.10% | – |
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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% |