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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |