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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSC Wealth Advisors, LLC | 20,793 | $5,613,000 | 5.32% |
| Marks Wealth, LLC | 54,915 | $14,824,000 | 4.52% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 20,998 | $5,668,000 | 3.72% |
| Cadent Capital Advisors, LLC | 20,986 | $5,665,000 | 2.58% |
| Delos Wealth Advisors, LLC | 7,805 | $2,107,000 | 2.08% |
| Thrive Capital Management, LLC | 9,734 | $2,628,000 | 1.59% |
| Kesler, Norman & Wride, LLC | 26,174 | $7,066,000 | 1.57% |
| Indie Asset Partners, LLC | 7,550 | $2,038,000 | 1.53% |
| Round Table Services, LLC | 33,781 | $9,119,000 | 1.52% |
| Richard Bernstein Advisors LLC | 285,766 | $76,725,000 | 1.52% |