ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $157,000 | -7.6% | 802 | +0.1% | 0.04% | -4.3% |
| Q2 2022 | $170,000 | -17.9% | 801 | +4.0% | 0.05% | -6.1% |
| Q1 2022 | $207,000 | +15.0% | 770 | +17.7% | 0.05% | +19.5% |
| Q4 2021 | $180,000 | +13.9% | 654 | +0.2% | 0.04% | +2.5% |
| Q3 2021 | $158,000 | +1.3% | 653 | +8.5% | 0.04% | 0.0% |
| Q2 2021 | $156,000 | +0.6% | 602 | -0.2% | 0.04% | -7.0% |
| Q1 2021 | $155,000 | +16.5% | 603 | +0.2% | 0.04% | +7.5% |
| Q4 2020 | $133,000 | +11.8% | 602 | +0.2% | 0.04% | -4.8% |
| Q3 2020 | $119,000 | -8.5% | 601 | -25.5% | 0.04% | -14.3% |
| Q2 2020 | $130,000 | +22.6% | 807 | +0.2% | 0.05% | -2.0% |
| Q1 2020 | $106,000 | -32.9% | 805 | +0.4% | 0.05% | -5.7% |
| Q4 2019 | $158,000 | +24.4% | 802 | +14.4% | 0.05% | +15.2% |
| Q3 2019 | $127,000 | -3.8% | 701 | +0.3% | 0.05% | -6.1% |
| Q2 2019 | $132,000 | – | 699 | – | 0.05% | – |
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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% |