ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 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. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |