ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,461 | -2.2% | 1,743 | +4.6% | 0.00% | 0.0% |
| Q2 2023 | $416,450 | -0.3% | 1,667 | -9.0% | 0.00% | -20.0% |
| Q1 2023 | $417,510 | -26.4% | 1,832 | -31.0% | 0.01% | 0.0% |
| Q4 2022 | $567,189 | -99.9% | 2,656 | -33.3% | 0.01% | +25.0% |
| Q3 2022 | $392,392,000 | +60268.0% | 3,984 | +30.6% | 0.00% | -42.9% |
| Q2 2022 | $650,000 | -34.4% | 3,051 | -16.9% | 0.01% | -30.0% |
| Q1 2022 | $991,000 | +25.0% | 3,670 | +28.0% | 0.01% | +25.0% |
| Q4 2021 | $793,000 | -34.2% | 2,867 | -42.2% | 0.01% | -33.3% |
| Q3 2021 | $1,206,000 | +61.2% | 4,960 | +72.3% | 0.01% | +50.0% |
| Q2 2021 | $748,000 | -2.9% | 2,878 | -3.7% | 0.01% | -20.0% |
| Q1 2021 | $770,000 | -35.5% | 2,990 | -44.9% | 0.01% | -28.6% |
| Q4 2020 | $1,194,000 | – | 5,423 | – | 0.01% | – |
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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% |