ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 175 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 4.68 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 54,808 | $14,120,000 | 4.64% |
| TOBIAS FINANCIAL ADVISORS, INC. | 41,712 | $10,746,000 | 4.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 82,094 | $21,230,000 | 4.34% |
| Paragon Wealth Strategies, LLC | 54,322 | $13,995,000 | 4.26% |
| Cadent Capital Advisors, LLC | 36,411 | $9,381,000 | 4.16% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 21,687 | $5,587,000 | 3.79% |
| MinichMacGregor Wealth Management, LLC | 38,945 | $10,033,000 | 3.75% |
| Kesler, Norman & Wride, LLC | 30,063 | $7,745,000 | 1.92% |
| Migdal Insurance & Financial Holdings Ltd. | 728,000 | $187,555,000 | 1.89% |
| Richard Bernstein Advisors LLC | 234,500 | $60,414,000 | 1.38% |