ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,018,770 | -18.0% | 4,358 | -12.3% | 0.69% | -13.1% |
| Q2 2023 | $1,241,859 | -4.8% | 4,971 | -13.2% | 0.79% | -8.2% |
| Q1 2023 | $1,304,842 | +2.0% | 5,727 | -4.4% | 0.86% | -2.8% |
| Q4 2022 | $1,278,951 | +1.2% | 5,989 | -6.9% | 0.89% | -13.2% |
| Q3 2022 | $1,264,000 | -13.1% | 6,433 | -5.9% | 1.02% | -7.1% |
| Q2 2022 | $1,454,000 | -21.3% | 6,835 | -0.1% | 1.10% | -6.8% |
| Q1 2022 | $1,848,000 | -3.9% | 6,845 | -1.6% | 1.18% | +0.5% |
| Q4 2021 | $1,923,000 | +4.1% | 6,954 | +1.6% | 1.18% | -0.5% |
| Q1 2021 | $1,848,000 | – | 6,845 | – | 1.18% | – |
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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% |