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 | $4,687,777 | -9.0% | 20,053 | -2.8% | 1.95% | -36.7% |
| Q2 2023 | $5,152,400 | +8.6% | 20,624 | -1.0% | 3.08% | +41.6% |
| Q1 2023 | $4,745,894 | +6.0% | 20,830 | -0.7% | 2.17% | -1.5% |
| Q4 2022 | $4,478,967 | +8.8% | 20,974 | +0.1% | 2.21% | -4.3% |
| Q3 2022 | $4,117,000 | -8.1% | 20,944 | -0.4% | 2.30% | -8.9% |
| Q2 2022 | $4,478,000 | -21.0% | 21,032 | +0.2% | 2.53% | -1.9% |
| Q1 2022 | $5,665,000 | -3.3% | 20,986 | -0.9% | 2.58% | -0.3% |
| Q4 2021 | $5,857,000 | +14.0% | 21,183 | +0.2% | 2.59% | +13.2% |
| Q3 2021 | $5,139,000 | -45.8% | 21,131 | -42.0% | 2.29% | -42.0% |
| Q2 2021 | $9,475,000 | +1.0% | 36,448 | +0.1% | 3.94% | -5.4% |
| Q1 2021 | $9,381,000 | +21.3% | 36,411 | +3.9% | 4.16% | +9.4% |
| Q4 2020 | $7,731,000 | – | 35,056 | – | 3.81% | – |
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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% |