ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 54,808 | $14,120,000 | 4.64% |
| TOBIAS FINANCIAL ADVISORS, INC. | 41,712 | $10,746,000 | 4.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 82,094 | $21,230,000 | 4.34% |
| Paragon Wealth Strategies, LLC | 54,322 | $13,995,000 | 4.26% |
| Cadent Capital Advisors, LLC | 36,411 | $9,381,000 | 4.16% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 21,687 | $5,587,000 | 3.79% |
| MinichMacGregor Wealth Management, LLC | 38,945 | $10,033,000 | 3.75% |
| Kesler, Norman & Wride, LLC | 30,063 | $7,745,000 | 1.92% |
| Migdal Insurance & Financial Holdings Ltd. | 728,000 | $187,555,000 | 1.89% |
| Richard Bernstein Advisors LLC | 234,500 | $60,414,000 | 1.38% |