ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| FSC Wealth Advisors, LLC | 20,793 | $5,613,000 | 5.32% |
| Marks Wealth, LLC | 54,915 | $14,824,000 | 4.52% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 20,998 | $5,668,000 | 3.72% |
| Cadent Capital Advisors, LLC | 20,986 | $5,665,000 | 2.58% |
| Delos Wealth Advisors, LLC | 7,805 | $2,107,000 | 2.08% |
| Thrive Capital Management, LLC | 9,734 | $2,628,000 | 1.59% |
| Kesler, Norman & Wride, LLC | 26,174 | $7,066,000 | 1.57% |
| Indie Asset Partners, LLC | 7,550 | $2,038,000 | 1.53% |
| Round Table Services, LLC | 33,781 | $9,119,000 | 1.52% |
| Richard Bernstein Advisors LLC | 285,766 | $76,725,000 | 1.52% |