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 | $907,729 | -4.6% | 3,883 | +2.0% | 0.92% | -11.6% |
| Q2 2023 | $951,315 | -18.2% | 3,808 | -25.4% | 1.04% | -23.8% |
| Q1 2023 | $1,163,351 | -8.4% | 5,106 | -14.1% | 1.36% | -2.4% |
| Q4 2022 | $1,269,768 | -7.2% | 5,946 | -14.6% | 1.39% | -0.7% |
| Q3 2022 | $1,368,000 | -17.6% | 6,960 | -10.8% | 1.40% | -4.4% |
| Q2 2022 | $1,661,000 | -18.5% | 7,800 | +3.3% | 1.47% | -4.2% |
| Q1 2022 | $2,038,000 | +5.8% | 7,550 | +8.4% | 1.53% | +9.5% |
| Q4 2021 | $1,926,000 | +20.5% | 6,965 | +6.0% | 1.40% | +8.0% |
| Q3 2021 | $1,598,000 | – | 6,570 | – | 1.29% | – |
Download | ||||||
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% |