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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $484,168 | +9.6% | 1,938 | 0.0% | 0.26% | +3.6% |
| Q1 2023 | $441,569 | +1.1% | 1,938 | 0.0% | 0.25% | +0.4% |
| Q4 2022 | $436,879 | -16.8% | 1,938 | -23.5% | 0.25% | -22.2% |
| Q3 2022 | $525,000 | -5.7% | 2,532 | -3.2% | 0.32% | -5.0% |
| Q2 2022 | $557,000 | -44.9% | 2,617 | -30.0% | 0.34% | -37.4% |
| Q1 2022 | $1,010,000 | -3.6% | 3,740 | -2.9% | 0.54% | -9.3% |
| Q4 2021 | $1,048,000 | – | 3,853 | – | 0.59% | – |
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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% |