ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,399,113 | -5.8% | 5,985 | 0.0% | 0.18% | -2.2% |
| Q2 2023 | $1,485,118 | +13.9% | 5,985 | +4.5% | 0.18% | +9.1% |
| Q1 2023 | $1,304,384 | +49.2% | 5,725 | +39.8% | 0.16% | +42.2% |
| Q4 2022 | $874,000 | +57.8% | 4,095 | +45.2% | 0.12% | +56.8% |
| Q3 2022 | $554,000 | -7.7% | 2,820 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $600,000 | -35.4% | 2,820 | -18.0% | 0.07% | -23.7% |
| Q1 2022 | $929,000 | -2.3% | 3,440 | 0.0% | 0.10% | +6.6% |
| Q4 2021 | $951,000 | – | 3,440 | – | 0.09% | – |
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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% |