ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 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 ↓ |
|---|---|---|---|
| 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% |