ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 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 ↓ |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 332,982 | $24,896,000 | 4.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 43,260 | $10,520,000 | 3.93% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 23,447 | $5,702,000 | 3.73% |
| Delos Wealth Advisors, LLC | 8,781 | $2,135,000 | 2.35% |
| Cadent Capital Advisors, LLC | 21,131 | $5,139,000 | 2.29% |
| Round Table Services, LLC | 33,828 | $8,226,000 | 1.76% |
| Kesler, Norman & Wride, LLC | 28,696 | $6,978,000 | 1.64% |
| Advocacy Wealth Management Services, LLC | 34,247 | $8,328,000 | 1.50% |
| Richard Bernstein Advisors LLC | 268,140 | $65,206,000 | 1.32% |
| Indie Asset Partners, LLC | 6,570 | $1,598,000 | 1.29% |