ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,313 | -9.8% | 1,383 | -3.6% | 0.14% | -6.2% |
| Q2 2023 | $358,251 | +8.0% | 1,434 | -1.5% | 0.15% | +4.3% |
| Q1 2023 | $331,787 | +5.7% | 1,456 | -0.9% | 0.14% | +32.1% |
| Q4 2022 | $313,804 | +8.6% | 1,469 | -0.2% | 0.11% | -20.9% |
| Q3 2022 | $289,000 | -20.2% | 1,472 | +0.3% | 0.13% | 0.0% |
| Q2 2022 | $362,000 | -10.4% | 1,467 | -1.9% | 0.13% | +3.9% |
| Q1 2022 | $404,000 | -2.2% | 1,496 | +0.3% | 0.13% | +46.6% |
| Q4 2021 | $413,000 | +4.0% | 1,492 | +0.2% | 0.09% | -7.4% |
| Q3 2021 | $397,000 | +2.6% | 1,489 | 0.0% | 0.10% | -20.2% |
| Q2 2021 | $387,000 | -2.0% | 1,489 | -3.0% | 0.12% | -11.2% |
| Q1 2021 | $395,000 | +6.8% | 1,535 | -5.0% | 0.13% | +4.7% |
| Q4 2020 | $370,000 | +15.3% | 1,616 | +0.2% | 0.13% | -22.9% |
| Q3 2020 | $321,000 | +5.2% | 1,613 | -14.0% | 0.17% | -21.7% |
| Q2 2020 | $305,000 | +17.8% | 1,876 | +0.3% | 0.21% | 0.0% |
| Q1 2020 | $259,000 | -72.6% | 1,871 | -61.3% | 0.21% | -61.0% |
| Q4 2019 | $946,000 | -58.9% | 4,836 | -60.9% | 0.54% | -63.7% |
| Q3 2019 | $2,302,000 | -4.6% | 12,369 | -4.1% | 1.50% | -8.8% |
| Q2 2019 | $2,414,000 | 0.0% | 12,893 | 0.0% | 1.64% | 0.0% |
| Q1 2019 | $2,414,000 | +13.1% | 12,893 | -0.3% | 1.64% | -4.6% |
| Q4 2018 | $2,135,000 | – | 12,938 | – | 1.72% | – |
Download | ||||||
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% |