ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $715,000 | – | 3,497 | – | 0.24% | – |
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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% |