ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 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 ↓ |
|---|---|---|---|
| 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% |