ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 117 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 8.92 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,403 | -93.0% | 6 | -92.2% | 0.00% | – |
| Q2 2021 | $20,000 | +5.3% | 77 | +4.1% | 0.00% | – |
| Q1 2021 | $19,000 | -13.6% | 74 | -25.3% | 0.00% | – |
| Q4 2020 | $22,000 | +10.0% | 99 | 0.0% | 0.00% | – |
| Q3 2020 | $20,000 | -73.0% | 99 | -78.3% | 0.00% | -100.0% |
| Q4 2016 | $74,000 | +76.2% | 457 | +56.5% | 0.00% | – |
| Q3 2016 | $42,000 | -40.0% | 292 | -44.4% | 0.00% | -100.0% |
| Q2 2016 | $70,000 | -6.7% | 525 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $75,000 | +2400.0% | 525 | +2816.7% | 0.00% | – |
| Q3 2015 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2015 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q1 2015 | $3,000 | -40.0% | 18 | -35.7% | 0.00% | – |
| Q4 2014 | $5,000 | +66.7% | 28 | +55.6% | 0.00% | – |
| Q3 2014 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2014 | $3,000 | – | 18 | – | 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% |