ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 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. | 40,662 | $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% |