ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,766 | -11.4% | 2,715 | -5.3% | 0.06% | -13.2% |
| Q2 2023 | $716,569 | -0.7% | 2,868 | -9.4% | 0.07% | -8.1% |
| Q1 2023 | $721,403 | +24.2% | 3,166 | +16.4% | 0.07% | +10.4% |
| Q4 2022 | $580,681 | +16.8% | 2,719 | +7.5% | 0.07% | +11.7% |
| Q3 2022 | $497,000 | +4.6% | 2,529 | +13.3% | 0.06% | +1.7% |
| Q2 2022 | $475,000 | +268.2% | 2,233 | +350.2% | 0.06% | +195.0% |
| Q2 2021 | $129,000 | – | 496 | – | 0.02% | – |
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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% |