ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.
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. | 40,982 | $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% |