ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 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 ↓ |
---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 332,982 | $24,896,000 | 4.43% |
TOBIAS FINANCIAL ADVISORS, INC. | 43,260 | $10,520,000 | 3.93% |
WASHBURN CAPITAL MANAGEMENT, INC. | 23,447 | $5,702,000 | 3.73% |
Delos Wealth Advisors, LLC | 8,781 | $2,135,000 | 2.35% |
Cadent Capital Advisors, LLC | 21,131 | $5,139,000 | 2.29% |
Round Table Services, LLC | 33,828 | $8,226,000 | 1.76% |
Kesler, Norman & Wride, LLC | 28,696 | $6,978,000 | 1.64% |
Advocacy Wealth Management Services, LLC | 34,247 | $8,328,000 | 1.50% |
Richard Bernstein Advisors LLC | 268,140 | $65,206,000 | 1.32% |
Indie Asset Partners, LLC | 6,570 | $1,598,000 | 1.29% |