ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $838,192 | -6.4% | 3,586 | 0.0% | 0.31% | -1.9% |
| Q2 2023 | $895,907 | +10.0% | 3,586 | +0.3% | 0.31% | +1.3% |
| Q1 2023 | $814,758 | +7.1% | 3,576 | +0.4% | 0.31% | -7.7% |
| Q4 2022 | $760,908 | +9.5% | 3,563 | +0.8% | 0.34% | -5.1% |
| Q3 2022 | $695,000 | -14.0% | 3,536 | +5.5% | 0.35% | +7.9% |
| Q1 2022 | $808,000 | -8.1% | 3,352 | -0.4% | 0.33% | -1.8% |
| Q4 2021 | $879,000 | +7.6% | 3,367 | +0.3% | 0.33% | -4.0% |
| Q3 2021 | $817,000 | -5.3% | 3,358 | 0.0% | 0.35% | -1.1% |
| Q2 2021 | $863,000 | -0.7% | 3,358 | -0.5% | 0.35% | -9.5% |
| Q1 2021 | $869,000 | +15.1% | 3,374 | 0.0% | 0.39% | +4.6% |
| Q4 2020 | $755,000 | +11.7% | 3,374 | -0.8% | 0.37% | -9.7% |
| Q3 2020 | $676,000 | +17.8% | 3,400 | -3.7% | 0.41% | +11.7% |
| Q2 2020 | $574,000 | +18.1% | 3,531 | +0.4% | 0.37% | -7.3% |
| Q1 2020 | $486,000 | -30.6% | 3,518 | -1.6% | 0.40% | -10.4% |
| Q4 2019 | $700,000 | +4.2% | 3,577 | -1.0% | 0.44% | -12.4% |
| Q3 2019 | $672,000 | -2.2% | 3,612 | -0.3% | 0.51% | +6.5% |
| Q2 2019 | $687,000 | -42.2% | 3,624 | -42.9% | 0.48% | -37.7% |
| Q1 2019 | $1,189,000 | +12.9% | 6,352 | -0.5% | 0.76% | -3.9% |
| Q4 2018 | $1,053,000 | -19.3% | 6,382 | +0.0% | 0.80% | -2.6% |
| Q3 2018 | $1,305,000 | +16.6% | 6,380 | +6.2% | 0.82% | +4.3% |
| Q2 2018 | $1,119,000 | -0.4% | 6,009 | 0.0% | 0.78% | -1.6% |
| Q1 2018 | $1,124,000 | -0.4% | 6,009 | +2.1% | 0.80% | +8.8% |
| Q4 2017 | $1,128,000 | +9.5% | 5,885 | +2.0% | 0.73% | +1.0% |
| Q3 2017 | $1,030,000 | – | 5,771 | – | 0.72% | – |
Download | ||||||
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% |