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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,417 | -6.4% | 267 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $66,702 | +9.6% | 267 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $60,833 | +6.7% | 267 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $57,018 | +7.6% | 267 | -1.8% | 0.01% | 0.0% |
| Q3 2022 | $53,000 | -8.6% | 272 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $58,000 | -20.5% | 272 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $73,000 | -84.1% | 272 | -83.7% | 0.01% | -85.2% |
| Q4 2021 | $460,000 | +17.3% | 1,664 | +3.2% | 0.05% | +8.0% |
| Q3 2021 | $392,000 | -6.9% | 1,613 | -0.3% | 0.05% | -5.7% |
| Q2 2021 | $421,000 | +453.9% | 1,618 | +450.3% | 0.05% | +381.8% |
| Q1 2021 | $76,000 | +22.6% | 294 | +4.3% | 0.01% | +22.2% |
| Q4 2020 | $62,000 | +10.7% | 282 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $56,000 | +21.7% | 282 | 0.0% | 0.01% | +22.2% |
| Q2 2020 | $46,000 | +17.9% | 282 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $39,000 | -29.1% | 282 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $55,000 | +5.8% | 282 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $52,000 | -3.7% | 282 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $54,000 | +125.0% | 282 | +116.9% | 0.02% | +77.8% |
| Q1 2019 | $24,000 | +14.3% | 130 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | – | 130 | – | 0.01% | – |
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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% |