CX Institutional - ISHARES TR ownership

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
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 Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders