ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 190 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $407,872 | -7.5% | 6,056 | -9.6% | 0.02% | -19.0% |
| Q1 2024 | $440,994 | +16.8% | 6,700 | +316.4% | 0.02% | 0.0% |
| Q3 2023 | $377,693 | -6.8% | 1,609 | -0.8% | 0.02% | -8.7% |
| Q2 2023 | $405,208 | +5.9% | 1,622 | -3.4% | 0.02% | -4.2% |
| Q1 2023 | $382,610 | +0.7% | 1,679 | -5.6% | 0.02% | -22.6% |
| Q4 2022 | $379,925 | +5.2% | 1,779 | -3.2% | 0.03% | 0.0% |
| Q3 2022 | $361,144 | -7.7% | 1,837 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $391,166 | -21.1% | 1,837 | 0.0% | 0.03% | -8.6% |
| Q1 2022 | $495,885 | +53.4% | 1,837 | +25.3% | 0.04% | +20.7% |
| Q4 2020 | $323,312 | +12.3% | 1,466 | +1.3% | 0.03% | +7.4% |
| Q3 2020 | $287,852 | +22.3% | 1,447 | 0.0% | 0.03% | +3.8% |
| Q2 2020 | $235,340 | – | 1,447 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KKM Financial LLC | 47,256 | $4,228,414 | 2.00% |
| Florin Court Capital LLP | 15,400 | $1,007,622 | 1.39% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 43,084 | $2,818,986 | 1.00% |
| Migdal Insurance & Financial Holdings Ltd. | 860,000 | $56,270 | 0.94% |
| Indie Asset Partners, LLC | 15,032 | $983,544 | 0.78% |
| Clarus Wealth Advisors | 22,763 | $1,455,239 | 0.77% |
| JMAC ENTERPRISES LLC | 61,278 | $4,009,420 | 0.70% |
| Massachusetts Wealth Management | 14,888 | $974,122 | 0.65% |
| McGuire Investment Group, LLC | 48,857 | $3,196,714 | 0.46% |
| Retirement Planning Co of New England, Inc. | 12,825 | $839,139 | 0.46% |