CX Institutional - ISHARES TR ownership

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
CX Institutional ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$344,339
-88.1%
1,473
-90.0%
0.02%
-90.5%
Q3 2022$2,890,000
+33.7%
14,703
+44.8%
0.20%
+23.3%
Q2 2022$2,162,000
+125.2%
10,157
+185.5%
0.16%
+111.7%
Q1 2022$960,000
-75.0%
3,558
-74.4%
0.08%
-74.8%
Q4 2021$3,842,000
+82.9%
13,897
+60.9%
0.31%
+77.9%
Q3 2021$2,101,000
-10.2%
8,638
-4.0%
0.17%
-10.4%
Q2 2021$2,340,000
-6.6%
9,001
-7.4%
0.19%
-14.3%
Q1 2021$2,505,000
+17.2%
9,723
+0.3%
0.22%
+8.7%
Q4 2020$2,138,000
+213700.0%
9,692
+161433.3%
0.21%
Q3 2020$1,000
-66.7%
6
-68.4%
0.00%
Q2 2020$3,000
-99.8%
19
-99.8%
0.00%
-100.0%
Q1 2020$1,564,000
+29.0%
11,314
+82.6%
0.26%
+20.3%
Q4 2019$1,212,000
+3.9%
6,195
-1.2%
0.21%
+12.2%
Q3 2019$1,167,000
+16571.4%
6,269
+16397.4%
0.19%
+18800.0%
Q2 2019$7,000
-99.5%
38
-99.4%
0.00%
-99.6%
Q1 2019$1,280,000
+42.5%
6,835
+25.6%
0.23%
+18.9%
Q4 2018$898,000
+25.6%
5,442
+55.6%
0.19%
-19.5%
Q3 2018$715,0003,4970.24%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders