ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $131,546 | +31.6% | 577 | +23.3% | 0.01% | +16.7% |
| Q4 2022 | $99,970 | -62.0% | 468 | -65.1% | 0.01% | -66.7% |
| Q3 2022 | $263,000 | -18.3% | 1,342 | -11.2% | 0.02% | -18.2% |
| Q2 2022 | $322,000 | +11.4% | 1,512 | +41.2% | 0.02% | +22.2% |
| Q1 2022 | $289,000 | -9.1% | 1,071 | -13.3% | 0.02% | -33.3% |
| Q1 2021 | $318,000 | -18.0% | 1,235 | -29.8% | 0.03% | -22.9% |
| Q4 2020 | $388,000 | – | 1,760 | – | 0.04% | – |
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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% |