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 | $1,192,227 | +42.5% | 5,100 | +52.2% | 1.01% | +44.1% |
| Q2 2023 | $836,897 | -13.2% | 3,350 | -20.8% | 0.70% | -15.9% |
| Q1 2023 | $963,763 | +34.7% | 4,230 | +26.3% | 0.83% | +27.6% |
| Q4 2022 | $715,393 | -33.3% | 3,350 | -38.6% | 0.65% | -36.5% |
| Q3 2022 | $1,072,000 | -56.6% | 5,455 | -53.0% | 1.02% | -51.9% |
| Q2 2022 | $2,472,000 | -56.4% | 11,609 | -44.7% | 2.13% | -42.7% |
| Q1 2022 | $5,668,000 | -5.9% | 20,998 | -3.6% | 3.72% | +3.8% |
| Q4 2021 | $6,022,000 | +5.6% | 21,782 | -7.1% | 3.58% | -4.0% |
| Q3 2021 | $5,702,000 | -33.9% | 23,447 | -29.3% | 3.73% | -35.4% |
| Q2 2021 | $8,625,000 | +54.4% | 33,177 | +53.0% | 5.77% | +52.1% |
| Q1 2021 | $5,587,000 | – | 21,687 | – | 3.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 332,982 | $24,896,000 | 4.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 43,260 | $10,520,000 | 3.93% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 23,447 | $5,702,000 | 3.73% |
| Delos Wealth Advisors, LLC | 8,781 | $2,135,000 | 2.35% |
| Cadent Capital Advisors, LLC | 21,131 | $5,139,000 | 2.29% |
| Round Table Services, LLC | 33,828 | $8,226,000 | 1.76% |
| Kesler, Norman & Wride, LLC | 28,696 | $6,978,000 | 1.64% |
| Advocacy Wealth Management Services, LLC | 34,247 | $8,328,000 | 1.50% |
| Richard Bernstein Advisors LLC | 268,140 | $65,206,000 | 1.32% |
| Indie Asset Partners, LLC | 6,570 | $1,598,000 | 1.29% |