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 ↓ |
|---|---|---|---|
| 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% |