ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 142 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 2.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,926,000 | +36.6% | 9,842 | +29.9% | 0.01% | +30.0% |
| Q3 2019 | $1,410,000 | +11.6% | 7,575 | +12.9% | 0.01% | 0.0% |
| Q2 2019 | $1,264,000 | +14.5% | 6,709 | +13.9% | 0.01% | +11.1% |
| Q1 2019 | $1,104,000 | +27.8% | 5,891 | +12.7% | 0.01% | +12.5% |
| Q4 2018 | $864,000 | -52.7% | 5,227 | -41.5% | 0.01% | -55.6% |
| Q3 2018 | $1,828,000 | +22.1% | 8,935 | +11.2% | 0.02% | -14.3% |
| Q2 2018 | $1,497,000 | +10.2% | 8,035 | +10.7% | 0.02% | +10.5% |
| Q1 2018 | $1,358,000 | -3.2% | 7,261 | -0.9% | 0.02% | 0.0% |
| Q4 2017 | $1,403,000 | +11.2% | 7,326 | +3.5% | 0.02% | -5.0% |
| Q3 2017 | $1,262,000 | +8.9% | 7,076 | +5.1% | 0.02% | 0.0% |
| Q2 2017 | $1,159,000 | -21.9% | 6,735 | -25.6% | 0.02% | -33.3% |
| Q1 2017 | $1,484,000 | +22.4% | 9,053 | +21.6% | 0.03% | +11.1% |
| Q4 2016 | $1,212,000 | +657.5% | 7,444 | +576.7% | 0.03% | +575.0% |
| Q3 2016 | $160,000 | -29.5% | 1,100 | -36.1% | 0.00% | -33.3% |
| Q2 2016 | $227,000 | – | 1,722 | – | 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% |