ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.81 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,234 | -7.1% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $5,632 | +7.3% | 80 | +300.0% | 0.00% | 0.0% |
| Q4 2023 | $5,249 | +11.8% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $4,695 | -6.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,996 | +9.6% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,557 | +6.7% | 20 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,271 | +6.8% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 20 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $5,000 | -16.7% | 20 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $6,000 | – | 20 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KKM Financial LLC | 47,256 | $4,228,414 | 2.00% |
| Florin Court Capital LLP | 15,400 | $1,007,622 | 1.39% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 43,084 | $2,818,986 | 1.00% |
| Migdal Insurance & Financial Holdings Ltd. | 860,000 | $56,270 | 0.94% |
| Indie Asset Partners, LLC | 15,032 | $983,544 | 0.78% |
| Clarus Wealth Advisors | 22,763 | $1,455,239 | 0.77% |
| JMAC ENTERPRISES LLC | 61,278 | $4,009,420 | 0.70% |
| Massachusetts Wealth Management | 14,888 | $974,122 | 0.65% |
| McGuire Investment Group, LLC | 48,857 | $3,196,714 | 0.46% |
| Retirement Planning Co of New England, Inc. | 12,825 | $839,139 | 0.46% |