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 2020 | $272,000 | -15.8% | 1,233 | -21.0% | 0.09% | -23.1% |
| Q3 2020 | $323,000 | +26.2% | 1,560 | -1.3% | 0.12% | +18.2% |
| Q2 2020 | $256,000 | +17.4% | 1,581 | 0.0% | 0.10% | +4.2% |
| Q1 2020 | $218,000 | -30.6% | 1,581 | -1.8% | 0.10% | -22.1% |
| Q4 2019 | $314,000 | +5.0% | 1,610 | 0.0% | 0.12% | -1.6% |
| Q3 2019 | $299,000 | -0.7% | 1,610 | 0.0% | 0.12% | -3.1% |
| Q2 2019 | $301,000 | -2.3% | 1,610 | 0.0% | 0.13% | -7.9% |
| Q1 2019 | $308,000 | +16.2% | 1,610 | 0.0% | 0.14% | +5.3% |
| Q4 2018 | $265,000 | -18.7% | 1,610 | 0.0% | 0.13% | -12.0% |
| Q3 2018 | $326,000 | +8.7% | 1,610 | 0.0% | 0.15% | +2.0% |
| Q2 2018 | $300,000 | -0.3% | 1,610 | 0.0% | 0.15% | -5.2% |
| Q1 2018 | $301,000 | -31.0% | 1,610 | -24.4% | 0.16% | -29.2% |
| Q4 2017 | $436,000 | +14.7% | 2,131 | 0.0% | 0.22% | -3.9% |
| Q3 2017 | $380,000 | +3.8% | 2,131 | 0.0% | 0.23% | -7.3% |
| Q2 2017 | $366,000 | – | 2,131 | – | 0.25% | – |
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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% |