ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 175 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $507,083 | -7.9% | 7,750 | -0.9% | 0.34% | -5.4% |
| Q1 2024 | $550,528 | +7.5% | 7,820 | +300.6% | 0.35% | -1.9% |
| Q4 2023 | $512,263 | +12.3% | 1,952 | 0.0% | 0.36% | +2.3% |
| Q3 2023 | $456,319 | -7.4% | 1,952 | -1.0% | 0.35% | -0.6% |
| Q2 2023 | $492,645 | +9.6% | 1,972 | 0.0% | 0.36% | +5.3% |
| Q1 2023 | $449,300 | +5.9% | 1,972 | -0.8% | 0.34% | -2.9% |
| Q4 2022 | $424,324 | +8.5% | 1,987 | 0.0% | 0.35% | -0.6% |
| Q3 2022 | $391,000 | -11.3% | 1,987 | -4.1% | 0.35% | -4.6% |
| Q2 2022 | $441,000 | -21.7% | 2,072 | -0.7% | 0.37% | -7.1% |
| Q1 2022 | $563,000 | -2.4% | 2,087 | 0.0% | 0.39% | +2.9% |
| Q4 2021 | $577,000 | +13.6% | 2,087 | 0.0% | 0.38% | +3.8% |
| Q3 2021 | $508,000 | -6.8% | 2,087 | -0.5% | 0.37% | -6.1% |
| Q2 2021 | $545,000 | -0.4% | 2,097 | -1.2% | 0.39% | -7.5% |
| Q1 2021 | $547,000 | +14.7% | 2,122 | -1.9% | 0.42% | +10.7% |
| Q4 2020 | $477,000 | +10.9% | 2,162 | 0.0% | 0.38% | -1.5% |
| Q3 2020 | $430,000 | +18.1% | 2,162 | -3.4% | 0.39% | +8.3% |
| Q2 2020 | $364,000 | +24.7% | 2,237 | +5.9% | 0.36% | +0.8% |
| Q1 2020 | $292,000 | -35.8% | 2,112 | -9.2% | 0.36% | -14.4% |
| Q4 2019 | $455,000 | +6.3% | 2,327 | +1.3% | 0.42% | -1.7% |
| Q3 2019 | $428,000 | +4.4% | 2,297 | +5.5% | 0.42% | +3.2% |
| Q2 2019 | $410,000 | +6.5% | 2,177 | +5.8% | 0.41% | +2.5% |
| Q1 2019 | $385,000 | +19.6% | 2,057 | +5.4% | 0.40% | +1.0% |
| Q4 2018 | $322,000 | – | 1,952 | – | 0.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 30,105 | $5,637,000 | 3.45% |
| STRATEGIC WEALTH MANAGEMENT INC | 18,277 | $3,418,000 | 2.89% |
| TOTH FINANCIAL ADVISORY CORP | 44,238 | $8,274,000 | 2.01% |
| Clarus Wealth Advisors | 6,888 | $1,288,000 | 1.19% |
| Sage Capital Advisors,llc | 6,009 | $1,124,000 | 0.80% |
| FIRST UNITED BANK & TRUST | 4,419 | $826,000 | 0.54% |
| NVWM, LLC | 3,935 | $721,000 | 0.52% |
| BAROMETER CAPITAL MANAGEMENT INC. | 32,700 | $6,116,000 | 0.52% |
| CHARTIST INC /CA/ | 5,553 | $1,038,627,000 | 0.49% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 340,064 | $63,602,000 | 0.48% |