ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,873 | +3.3% | 8,012 | +10.4% | 0.00% | 0.0% |
| Q2 2023 | $1,813 | +31.5% | 7,257 | +19.9% | 0.00% | +33.3% |
| Q1 2023 | $1,379 | +18.0% | 6,054 | +10.6% | 0.00% | 0.0% |
| Q4 2022 | $1,169 | -99.8% | 5,475 | +43.7% | 0.00% | +50.0% |
| Q3 2022 | $749,000 | +1.5% | 3,811 | +9.9% | 0.00% | 0.0% |
| Q2 2022 | $738,000 | +14.8% | 3,468 | +45.5% | 0.00% | +100.0% |
| Q1 2022 | $643,000 | +3115.0% | 2,383 | +2066.4% | 0.00% | – |
| Q3 2017 | $20,000 | – | 110 | – | 0.00% | – |
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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% |