ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,793 | -25.1% | 136 | -20.0% | 0.02% | -22.6% |
| Q2 2023 | $42,469 | +1.3% | 170 | -7.6% | 0.03% | -8.8% |
| Q1 2023 | $41,923 | +6.7% | 184 | 0.0% | 0.03% | -8.1% |
| Q4 2022 | $39,293 | +3.4% | 184 | -4.7% | 0.04% | -7.5% |
| Q3 2022 | $38,000 | -7.3% | 193 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $41,000 | -21.2% | 193 | +1.0% | 0.04% | -9.3% |
| Q1 2022 | $52,000 | -14.8% | 191 | -13.6% | 0.04% | -4.4% |
| Q4 2021 | $61,000 | – | 221 | – | 0.04% | – |
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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% |