ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 54,808 | $14,120,000 | 4.64% |
| TOBIAS FINANCIAL ADVISORS, INC. | 41,712 | $10,746,000 | 4.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 82,094 | $21,230,000 | 4.34% |
| Paragon Wealth Strategies, LLC | 54,322 | $13,995,000 | 4.26% |
| Cadent Capital Advisors, LLC | 36,411 | $9,381,000 | 4.16% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 21,687 | $5,587,000 | 3.79% |
| MinichMacGregor Wealth Management, LLC | 38,945 | $10,033,000 | 3.75% |
| Kesler, Norman & Wride, LLC | 30,063 | $7,745,000 | 1.92% |
| Migdal Insurance & Financial Holdings Ltd. | 728,000 | $187,555,000 | 1.89% |
| Richard Bernstein Advisors LLC | 234,500 | $60,414,000 | 1.38% |