ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,579 | -6.4% | 148 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $36,952 | -15.4% | 148 | -22.9% | 0.02% | -31.8% |
| Q1 2023 | $43,701 | -16.0% | 192 | -21.3% | 0.02% | -8.3% |
| Q4 2022 | $52,010 | +8.4% | 244 | +0.4% | 0.02% | 0.0% |
| Q3 2022 | $48,000 | -48.9% | 243 | -45.1% | 0.02% | -50.0% |
| Q2 2022 | $94,000 | +14.6% | 443 | +46.7% | 0.05% | +33.3% |
| Q1 2022 | $82,000 | -13.7% | 302 | -12.5% | 0.04% | -5.3% |
| Q4 2021 | $95,000 | +17.3% | 345 | +3.0% | 0.04% | 0.0% |
| Q3 2021 | $81,000 | +11.0% | 335 | +20.5% | 0.04% | +15.2% |
| Q2 2021 | $73,000 | -2.7% | 278 | 0.0% | 0.03% | -10.8% |
| Q1 2021 | $75,000 | – | 278 | – | 0.04% | – |
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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% |