ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,489 | -6.4% | 1,156 | 0.0% | 0.00% | – |
| Q2 2023 | $288,898 | +26.8% | 1,156 | +15.6% | 0.00% | -100.0% |
| Q1 2023 | $227,840 | -14.5% | 1,000 | -55.5% | 0.01% | +66.7% |
| Q4 2022 | $266,556 | -39.6% | 2,247 | +0.4% | 0.00% | -50.0% |
| Q3 2022 | $441,000 | -3.1% | 2,239 | +4.7% | 0.01% | 0.0% |
| Q2 2022 | $455,000 | +48.2% | 2,139 | +88.3% | 0.01% | +100.0% |
| Q1 2022 | $307,000 | – | 1,136 | – | 0.00% | – |
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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% |