ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,200,238 | +11.9% | 17,963 | +19.6% | 0.01% | -14.3% |
Q2 2023 | $3,753,603 | +16.3% | 15,021 | +6.0% | 0.01% | +16.7% |
Q1 2023 | $3,228,504 | +25.2% | 14,170 | +17.4% | 0.01% | +20.0% |
Q4 2022 | $2,578,000 | +5.0% | 12,066 | -3.4% | 0.01% | -16.7% |
Q3 2022 | $2,456,000 | -12.6% | 12,496 | -5.2% | 0.01% | 0.0% |
Q2 2022 | $2,810,000 | -33.9% | 13,187 | -17.1% | 0.01% | -25.0% |
Q1 2022 | $4,252,000 | +7.6% | 15,903 | +11.3% | 0.01% | +14.3% |
Q4 2021 | $3,950,000 | +18.9% | 14,290 | +4.7% | 0.01% | 0.0% |
Q3 2021 | $3,322,000 | -75.9% | 13,647 | -74.2% | 0.01% | -76.7% |
Q2 2021 | $13,773,000 | +71.6% | 52,972 | +70.3% | 0.03% | +57.9% |
Q1 2021 | $8,027,000 | +178.5% | 31,114 | +138.1% | 0.02% | +137.5% |
Q4 2020 | $2,882,000 | -34.6% | 13,070 | -41.1% | 0.01% | -38.5% |
Q3 2020 | $4,409,000 | +238.6% | 22,196 | +177.2% | 0.01% | +225.0% |
Q2 2020 | $1,302,000 | -36.0% | 8,008 | -45.6% | 0.00% | -50.0% |
Q1 2020 | $2,035,000 | – | 14,718 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |