ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,595 | -11.2% | 41,043 | -5.1% | 0.02% | -9.1% |
| Q2 2023 | $10,802 | +14.5% | 43,239 | +4.4% | 0.02% | +10.0% |
| Q1 2023 | $9,434 | +5.7% | 41,408 | -0.9% | 0.02% | -4.8% |
| Q4 2022 | $8,925 | -99.9% | 41,795 | -0.8% | 0.02% | 0.0% |
| Q3 2022 | $8,283,000 | +30.0% | 42,144 | +40.8% | 0.02% | +23.5% |
| Q2 2022 | $6,373,000 | -28.2% | 29,935 | -8.9% | 0.02% | -15.0% |
| Q1 2022 | $8,870,000 | +24.6% | 32,858 | +27.6% | 0.02% | +25.0% |
| Q4 2021 | $7,118,000 | +56.8% | 25,748 | +37.9% | 0.02% | +45.5% |
| Q3 2021 | $4,539,000 | -20.1% | 18,666 | -14.6% | 0.01% | -21.4% |
| Q2 2021 | $5,679,000 | +19.1% | 21,846 | +18.0% | 0.01% | +7.7% |
| Q1 2021 | $4,769,000 | +87.9% | 18,512 | +60.8% | 0.01% | +62.5% |
| Q4 2020 | $2,538,000 | +129.3% | 11,512 | +106.9% | 0.01% | +100.0% |
| Q3 2020 | $1,107,000 | +19.8% | 5,565 | -2.1% | 0.00% | +33.3% |
| Q2 2020 | $924,000 | -15.9% | 5,682 | -28.6% | 0.00% | -40.0% |
| Q1 2020 | $1,099,000 | -44.1% | 7,956 | -20.9% | 0.01% | -28.6% |
| Q4 2019 | $1,967,000 | +39.2% | 10,059 | +32.4% | 0.01% | +16.7% |
| Q3 2019 | $1,413,000 | -46.7% | 7,595 | -46.1% | 0.01% | -50.0% |
| Q2 2019 | $2,652,000 | +12.2% | 14,095 | +11.7% | 0.01% | +9.1% |
| Q1 2019 | $2,363,000 | +110.8% | 12,621 | +85.7% | 0.01% | +83.3% |
| Q4 2018 | $1,121,000 | -39.1% | 6,798 | -24.5% | 0.01% | -33.3% |
| Q3 2018 | $1,841,000 | -39.0% | 9,000 | -44.4% | 0.01% | -43.8% |
| Q2 2018 | $3,017,000 | +124.0% | 16,199 | +124.9% | 0.02% | +128.6% |
| Q1 2018 | $1,347,000 | -53.5% | 7,202 | -52.4% | 0.01% | -56.2% |
| Q4 2017 | $2,898,000 | – | 15,121 | – | 0.02% | – |
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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% |