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 | $2,209,768 | +13.5% | 9,453 | +21.3% | 1.22% | +10.3% |
| Q2 2023 | $1,947,615 | +6.7% | 7,796 | -4.5% | 1.11% | -3.6% |
| Q1 2023 | $1,825,844 | +2.0% | 8,161 | -2.7% | 1.15% | -1.6% |
| Q4 2022 | $1,790,729 | +0.6% | 8,386 | -7.4% | 1.17% | -2.7% |
| Q3 2022 | $1,780,000 | -11.9% | 9,056 | -4.6% | 1.20% | -13.9% |
| Q2 2022 | $2,020,000 | -23.1% | 9,489 | -2.5% | 1.40% | -11.9% |
| Q1 2022 | $2,628,000 | +52.0% | 9,734 | +55.6% | 1.59% | +40.9% |
| Q4 2021 | $1,729,000 | – | 6,254 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |