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 | $2,743,057 | -8.9% | 11,734 | -2.6% | 0.53% | -5.7% |
| Q2 2023 | $3,009,831 | +8.9% | 12,048 | -0.7% | 0.56% | +2.2% |
| Q1 2023 | $2,764,383 | +4.7% | 12,133 | -1.8% | 0.55% | -3.9% |
| Q4 2022 | $2,639,692 | +9.3% | 12,361 | +0.6% | 0.57% | +3.8% |
| Q3 2022 | $2,415,000 | -6.4% | 12,286 | +1.4% | 0.55% | -1.1% |
| Q2 2022 | $2,581,000 | -21.5% | 12,121 | -0.4% | 0.56% | -7.8% |
| Q1 2022 | $3,286,000 | -8.8% | 12,172 | -6.6% | 0.60% | +1.7% |
| Q4 2021 | $3,604,000 | +13.2% | 13,037 | -0.4% | 0.59% | -1.0% |
| Q3 2021 | $3,184,000 | -9.1% | 13,091 | -2.8% | 0.60% | -9.9% |
| Q2 2021 | $3,502,000 | -6.5% | 13,471 | -7.4% | 0.66% | -15.9% |
| Q1 2021 | $3,747,000 | -22.9% | 14,542 | -34.0% | 0.79% | -34.4% |
| Q4 2020 | $4,863,000 | +11.4% | 22,049 | +0.5% | 1.20% | -7.3% |
| Q3 2020 | $4,366,000 | +23.0% | 21,949 | +0.6% | 1.30% | +5.5% |
| Q2 2020 | $3,549,000 | +15.5% | 21,821 | -1.8% | 1.23% | -3.6% |
| Q1 2020 | $3,072,000 | -34.0% | 22,223 | -6.7% | 1.28% | -7.6% |
| Q4 2019 | $4,657,000 | +0.8% | 23,812 | -4.1% | 1.38% | -8.7% |
| Q3 2019 | $4,622,000 | -3.9% | 24,829 | -2.9% | 1.52% | -0.7% |
| Q2 2019 | $4,812,000 | -5.0% | 25,571 | -5.5% | 1.52% | -8.1% |
| Q1 2019 | $5,065,000 | -28.4% | 27,047 | -36.9% | 1.66% | -37.9% |
| Q4 2018 | $7,073,000 | -18.8% | 42,863 | +0.6% | 2.68% | -7.1% |
| Q3 2018 | $8,713,000 | – | 42,597 | – | 2.88% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSC Wealth Advisors, LLC | 20,793 | $5,613,000 | 5.32% |
| Marks Wealth, LLC | 54,915 | $14,824,000 | 4.52% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 20,998 | $5,668,000 | 3.72% |
| Cadent Capital Advisors, LLC | 20,986 | $5,665,000 | 2.58% |
| Delos Wealth Advisors, LLC | 7,805 | $2,107,000 | 2.08% |
| Thrive Capital Management, LLC | 9,734 | $2,628,000 | 1.59% |
| Kesler, Norman & Wride, LLC | 26,174 | $7,066,000 | 1.57% |
| Indie Asset Partners, LLC | 7,550 | $2,038,000 | 1.53% |
| Round Table Services, LLC | 33,781 | $9,119,000 | 1.52% |
| Richard Bernstein Advisors LLC | 285,766 | $76,725,000 | 1.52% |