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 | $565,591 | -8.3% | 2,419 | -2.1% | 0.06% | -7.1% |
| Q2 2023 | $616,944 | -2.7% | 2,470 | -11.2% | 0.07% | -4.1% |
| Q1 2023 | $633,795 | +7.7% | 2,782 | +1.0% | 0.07% | +7.4% |
| Q4 2022 | $588,405 | -3.2% | 2,755 | -11.0% | 0.07% | -11.7% |
| Q3 2022 | $608,000 | -12.1% | 3,095 | -4.7% | 0.08% | -8.3% |
| Q2 2022 | $692,000 | -24.8% | 3,249 | -4.7% | 0.08% | -16.0% |
| Q1 2022 | $920,000 | -4.1% | 3,408 | -1.7% | 0.10% | +4.2% |
| Q4 2021 | $959,000 | +14.3% | 3,468 | +0.5% | 0.10% | -42.5% |
| Q3 2021 | $839,000 | +77.0% | 3,450 | +89.0% | 0.17% | +77.7% |
| Q2 2021 | $474,000 | +0.9% | 1,825 | 0.0% | 0.09% | -5.1% |
| Q1 2021 | $470,000 | +0.9% | 1,825 | -13.6% | 0.10% | -4.8% |
| Q4 2020 | $466,000 | +5.7% | 2,112 | -4.7% | 0.10% | -6.3% |
| Q3 2020 | $441,000 | +19.8% | 2,216 | -2.2% | 0.11% | +12.1% |
| Q2 2020 | $368,000 | +17.6% | 2,265 | +0.0% | 0.10% | +2.1% |
| Q1 2020 | $313,000 | -26.0% | 2,264 | +4.8% | 0.10% | -11.0% |
| Q4 2019 | $423,000 | +0.5% | 2,161 | -4.4% | 0.11% | -8.4% |
| Q3 2019 | $421,000 | -1.2% | 2,260 | -0.2% | 0.12% | -3.3% |
| Q2 2019 | $426,000 | +0.5% | 2,265 | +0.1% | 0.12% | -5.4% |
| Q1 2019 | $424,000 | +13.7% | 2,262 | +0.1% | 0.13% | +1.6% |
| Q4 2018 | $373,000 | -23.9% | 2,260 | -5.7% | 0.13% | -17.4% |
| Q3 2018 | $490,000 | +9.9% | 2,397 | +0.1% | 0.16% | +0.6% |
| Q2 2018 | $446,000 | -8.2% | 2,395 | -7.9% | 0.15% | -20.2% |
| Q1 2018 | $486,000 | -42.8% | 2,600 | -41.3% | 0.19% | -41.5% |
| Q4 2017 | $849,000 | -22.5% | 4,428 | -27.8% | 0.33% | -25.0% |
| Q3 2017 | $1,095,000 | -13.2% | 6,137 | -16.3% | 0.44% | -17.9% |
| Q2 2017 | $1,262,000 | +16.2% | 7,332 | +10.7% | 0.54% | +8.9% |
| Q1 2017 | $1,086,000 | -13.1% | 6,625 | -13.6% | 0.49% | -21.2% |
| Q4 2016 | $1,249,000 | +21.7% | 7,671 | +8.6% | 0.62% | +10.6% |
| Q3 2016 | $1,026,000 | +1.1% | 7,065 | -6.6% | 0.56% | -5.2% |
| Q2 2016 | $1,015,000 | – | 7,565 | – | 0.60% | – |
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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% |