ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,477 | -0.0% | 114 | 0.0% | 0.03% | -5.6% |
| Q2 2023 | $28,480 | -16.1% | 114 | -23.5% | 0.04% | -16.3% |
| Q1 2023 | $33,949 | -81.8% | 149 | -82.9% | 0.04% | -85.0% |
| Q4 2022 | $186,216 | -7.8% | 872 | -15.3% | 0.29% | +18.6% |
| Q3 2022 | $202,000 | -65.3% | 1,030 | -62.3% | 0.24% | -62.8% |
| Q2 2022 | $582,000 | -72.4% | 2,735 | -65.0% | 0.65% | -68.7% |
| Q1 2022 | $2,107,000 | -14.8% | 7,805 | -12.8% | 2.08% | -11.8% |
| Q4 2021 | $2,474,000 | +15.9% | 8,947 | +1.9% | 2.36% | +0.3% |
| Q3 2021 | $2,135,000 | +19.7% | 8,781 | +28.0% | 2.35% | +5.3% |
| Q2 2021 | $1,783,000 | – | 6,859 | – | 2.23% | – |
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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% |