ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,098 | +5.0% | 1,399 | +12.2% | 0.08% | +7.9% |
| Q2 2023 | $311,583 | +9.8% | 1,247 | +0.2% | 0.08% | +7.0% |
| Q1 2023 | $283,709 | -46.4% | 1,245 | -49.8% | 0.07% | -47.8% |
| Q4 2022 | $529,431 | -83.6% | 2,479 | -84.9% | 0.14% | -84.9% |
| Q3 2022 | $3,235,000 | -0.5% | 16,458 | +7.8% | 0.90% | +0.1% |
| Q2 2022 | $3,250,000 | -54.0% | 15,263 | -41.7% | 0.90% | -42.7% |
| Q1 2022 | $7,066,000 | -13.3% | 26,174 | -11.2% | 1.57% | -8.9% |
| Q4 2021 | $8,153,000 | +16.8% | 29,488 | +2.8% | 1.73% | +5.0% |
| Q3 2021 | $6,978,000 | +5.0% | 28,696 | +8.2% | 1.64% | +7.5% |
| Q2 2021 | $6,646,000 | -14.2% | 26,521 | -11.8% | 1.53% | -20.4% |
| Q1 2021 | $7,745,000 | +18.4% | 30,063 | +1.4% | 1.92% | +5.5% |
| Q4 2020 | $6,542,000 | – | 29,662 | – | 1.82% | – |
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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% |