ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 133 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.29 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,397 | -4.5% | 746 | +2.1% | 0.00% | – |
| Q2 2023 | $182,575 | -49.9% | 731 | -54.3% | 0.00% | – |
| Q1 2023 | $364,736 | +106.7% | 1,600 | +93.7% | 0.00% | – |
| Q4 2022 | $176,489 | -38.1% | 826 | -43.1% | 0.00% | – |
| Q3 2022 | $285,000 | -23.0% | 1,452 | -16.6% | 0.00% | – |
| Q2 2022 | $370,000 | -29.3% | 1,741 | -9.9% | 0.00% | – |
| Q1 2022 | $523,000 | -2.1% | 1,932 | 0.0% | 0.00% | – |
| Q4 2021 | $534,000 | +19.5% | 1,932 | +5.2% | 0.00% | – |
| Q3 2021 | $447,000 | +0.9% | 1,836 | +7.9% | 0.00% | – |
| Q2 2021 | $443,000 | +62.3% | 1,701 | +60.6% | 0.00% | – |
| Q1 2021 | $273,000 | +23.5% | 1,059 | +5.9% | 0.00% | – |
| Q4 2020 | $221,000 | +37.3% | 1,000 | +23.5% | 0.00% | – |
| Q3 2020 | $161,000 | +80.9% | 810 | +47.8% | 0.00% | – |
| Q2 2020 | $89,000 | -10.1% | 548 | -23.7% | 0.00% | – |
| Q1 2020 | $99,000 | -40.7% | 718 | -16.0% | 0.00% | – |
| Q4 2019 | $167,000 | -9.2% | 855 | -13.8% | 0.00% | – |
| Q3 2019 | $184,000 | +3.4% | 992 | +5.0% | 0.00% | – |
| Q2 2019 | $178,000 | -16.8% | 945 | -17.0% | 0.00% | – |
| Q1 2019 | $214,000 | +28.1% | 1,138 | +12.5% | 0.00% | – |
| Q4 2018 | $167,000 | -24.8% | 1,012 | -7.0% | 0.00% | – |
| Q3 2018 | $222,000 | – | 1,088 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |