ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 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 ↓ |
|---|---|---|---|
| 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% |