ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,229 | -6.4% | 2,050 | 0.0% | 0.12% | -5.3% |
| Q2 2023 | $512,131 | +9.6% | 2,050 | 0.0% | 0.13% | +3.1% |
| Q1 2023 | $467,072 | -9.8% | 2,050 | -15.5% | 0.13% | -6.6% |
| Q4 2022 | $517,859 | +8.6% | 2,425 | 0.0% | 0.14% | 0.0% |
| Q3 2022 | $476,658 | -3.7% | 2,425 | +4.3% | 0.14% | -1.4% |
| Q2 2022 | $494,993 | -11.6% | 2,325 | +12.0% | 0.14% | 0.0% |
| Q1 2022 | $560,146 | -2.4% | 2,075 | 0.0% | 0.14% | -6.1% |
| Q4 2021 | $573,686 | +13.7% | 2,075 | 0.0% | 0.15% | +2.1% |
| Q3 2021 | $504,599 | +16.0% | 2,075 | +24.0% | 0.14% | +14.3% |
| Q2 2021 | $434,913 | +4.0% | 1,673 | +3.1% | 0.13% | -7.4% |
| Q1 2021 | $418,133 | +22.5% | 1,623 | +4.8% | 0.14% | +12.4% |
| Q4 2020 | $341,396 | – | 1,548 | – | 0.12% | – |
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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% |