ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 186 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.26 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 ↓ |
|---|---|---|---|
| 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% |