ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,134 | -8.0% | 1,147 | -1.7% | 0.00% | 0.0% |
| Q2 2023 | $291,540 | +15.1% | 1,167 | +4.9% | 0.00% | 0.0% |
| Q1 2023 | $253,358 | -8.5% | 1,112 | -14.3% | 0.00% | -33.3% |
| Q4 2022 | $276,974 | -9.5% | 1,297 | -16.7% | 0.00% | -50.0% |
| Q3 2022 | $306,000 | -13.3% | 1,557 | -6.2% | 0.01% | 0.0% |
| Q2 2022 | $353,000 | -44.5% | 1,660 | -29.5% | 0.01% | -33.3% |
| Q1 2022 | $636,000 | -15.4% | 2,356 | -13.4% | 0.01% | -18.2% |
| Q4 2021 | $752,000 | +25.5% | 2,720 | +10.5% | 0.01% | +10.0% |
| Q3 2021 | $599,000 | -11.9% | 2,462 | -5.8% | 0.01% | -9.1% |
| Q2 2021 | $680,000 | +22.7% | 2,614 | +21.6% | 0.01% | 0.0% |
| Q1 2021 | $554,000 | -51.2% | 2,149 | -58.3% | 0.01% | -50.0% |
| Q4 2020 | $1,136,000 | – | 5,149 | – | 0.02% | – |
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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% |