ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $932,976 | +7.9% | 3,991 | +15.3% | 0.39% | +7.8% |
| Q2 2023 | $864,877 | +31.4% | 3,462 | +19.8% | 0.36% | +23.0% |
| Q1 2023 | $658,230 | +6.7% | 2,889 | 0.0% | 0.29% | -1.0% |
| Q4 2022 | $616,946 | +8.8% | 2,889 | +0.1% | 0.29% | +0.3% |
| Q3 2022 | $567,000 | -7.8% | 2,887 | -0.1% | 0.29% | -3.9% |
| Q2 2022 | $615,000 | -37.9% | 2,891 | -21.2% | 0.30% | -27.2% |
| Q1 2022 | $991,000 | -15.9% | 3,670 | -13.8% | 0.42% | -15.2% |
| Q4 2021 | $1,178,000 | +2.1% | 4,260 | -10.2% | 0.49% | -7.5% |
| Q3 2021 | $1,154,000 | +22.5% | 4,746 | +29.4% | 0.53% | +21.6% |
| Q2 2021 | $942,000 | -4.0% | 3,668 | -3.7% | 0.44% | -12.7% |
| Q1 2021 | $981,000 | -7.2% | 3,807 | -20.6% | 0.50% | -13.3% |
| Q4 2020 | $1,057,000 | +30.5% | 4,795 | +17.8% | 0.58% | +12.8% |
| Q3 2020 | $810,000 | – | 4,070 | – | 0.51% | – |
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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% |