ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |