ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,432,083 | +23.3% | 5,732 | +9.6% | 0.87% | +19.0% |
| Q1 2023 | $1,161,243 | +9.3% | 5,228 | +11.4% | 0.73% | +4.9% |
| Q4 2022 | $1,062,644 | +10.9% | 4,692 | -2.2% | 0.70% | +1.9% |
| Q3 2022 | $958,000 | -6.1% | 4,797 | +0.5% | 0.68% | -4.7% |
| Q2 2022 | $1,020,000 | -9.6% | 4,772 | +2.3% | 0.72% | +2.3% |
| Q1 2022 | $1,128,000 | -12.7% | 4,664 | -2.1% | 0.70% | -5.5% |
| Q4 2021 | $1,292,000 | +10.0% | 4,762 | +1.6% | 0.74% | +2.8% |
| Q3 2021 | $1,175,000 | +5.6% | 4,687 | +8.9% | 0.72% | +3.7% |
| Q2 2021 | $1,113,000 | -1.3% | 4,303 | +0.0% | 0.70% | -1.4% |
| Q1 2021 | $1,128,000 | +12.2% | 4,301 | -2.8% | 0.71% | +5.8% |
| Q4 2020 | $1,005,000 | +15.7% | 4,424 | +2.7% | 0.67% | -0.7% |
| Q3 2020 | $869,000 | +5.5% | 4,309 | -13.9% | 0.67% | -3.0% |
| Q2 2020 | $824,000 | +33.8% | 5,007 | +6.3% | 0.69% | +12.7% |
| Q1 2020 | $616,000 | -18.2% | 4,711 | +23.7% | 0.62% | +23.7% |
| Q4 2019 | $753,000 | +497.6% | 3,809 | +466.8% | 0.50% | +447.3% |
| Q2 2019 | $126,000 | -72.6% | 672 | -72.6% | 0.09% | -73.5% |
| Q1 2019 | $460,000 | -68.6% | 2,456 | -65.8% | 0.34% | -64.1% |
| Q3 2018 | $1,467,000 | +13.9% | 7,173 | +4.1% | 0.96% | -1.6% |
| Q2 2018 | $1,288,000 | 0.0% | 6,888 | 0.0% | 0.97% | -18.1% |
| Q1 2018 | $1,288,000 | +4.5% | 6,888 | +7.0% | 1.19% | +0.2% |
| Q4 2017 | $1,233,000 | – | 6,436 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 332,982 | $24,896,000 | 4.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 43,260 | $10,520,000 | 3.93% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 23,447 | $5,702,000 | 3.73% |
| Delos Wealth Advisors, LLC | 8,781 | $2,135,000 | 2.35% |
| Cadent Capital Advisors, LLC | 21,131 | $5,139,000 | 2.29% |
| Round Table Services, LLC | 33,828 | $8,226,000 | 1.76% |
| Kesler, Norman & Wride, LLC | 28,696 | $6,978,000 | 1.64% |
| Advocacy Wealth Management Services, LLC | 34,247 | $8,328,000 | 1.50% |
| Richard Bernstein Advisors LLC | 268,140 | $65,206,000 | 1.32% |
| Indie Asset Partners, LLC | 6,570 | $1,598,000 | 1.29% |