ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,410 | -5.8% | 1,623 | +0.6% | 0.01% | -28.6% |
| Q2 2023 | $402,960 | +9.6% | 1,613 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $367,506 | -10.0% | 1,613 | -15.7% | 0.01% | -25.0% |
| Q4 2022 | $408,523 | +7.8% | 1,913 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $379,000 | -10.6% | 1,913 | -3.7% | 0.01% | -11.1% |
| Q2 2022 | $424,000 | -22.8% | 1,987 | -2.3% | 0.01% | +12.5% |
| Q1 2022 | $549,000 | +4.8% | 2,033 | +7.3% | 0.01% | -42.9% |
| Q4 2021 | $524,000 | +20.2% | 1,894 | +5.6% | 0.01% | +27.3% |
| Q3 2021 | $436,000 | +13.5% | 1,794 | +21.3% | 0.01% | -21.4% |
| Q2 2021 | $384,000 | – | 1,479 | – | 0.01% | – |
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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% |