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 | $5,844 | -68.8% | 25 | -66.7% | 0.00% | – |
| Q2 2023 | $18,737 | +229.0% | 75 | +200.0% | 0.00% | – |
| Q1 2023 | $5,696 | -94.1% | 25 | -94.5% | 0.00% | – |
| Q4 2022 | $97,166 | +14.3% | 455 | +5.8% | 0.00% | – |
| Q3 2022 | $85,000 | -6.6% | 430 | 0.0% | 0.00% | – |
| Q2 2022 | $91,000 | -21.6% | 430 | 0.0% | 0.00% | – |
| Q1 2022 | $116,000 | -2.5% | 430 | 0.0% | 0.00% | – |
| Q4 2021 | $119,000 | +5850.0% | 430 | +4200.0% | 0.00% | – |
| Q3 2021 | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | +50.0% | 10 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | -94.7% | 10 | -94.7% | 0.00% | – |
| Q3 2020 | $38,000 | +1800.0% | 190 | +1800.0% | 0.00% | – |
| Q2 2020 | $2,000 | -92.3% | 10 | -94.7% | 0.00% | – |
| Q1 2020 | $26,000 | -39.5% | 190 | -13.6% | 0.00% | – |
| Q4 2019 | $43,000 | -28.3% | 220 | -31.2% | 0.00% | – |
| Q3 2019 | $60,000 | -3.2% | 320 | -2.4% | 0.00% | – |
| Q2 2019 | $62,000 | -22.5% | 328 | -23.4% | 0.00% | – |
| Q1 2019 | $80,000 | +6.7% | 428 | -5.5% | 0.00% | – |
| Q4 2018 | $75,000 | -52.2% | 453 | -40.9% | 0.00% | – |
| Q3 2018 | $157,000 | +57.0% | 767 | +42.3% | 0.00% | – |
| Q2 2018 | $100,000 | +6.4% | 539 | +6.5% | 0.00% | – |
| Q1 2018 | $94,000 | -3.1% | 506 | 0.0% | 0.00% | – |
| Q4 2017 | $97,000 | +40.6% | 506 | +29.7% | 0.00% | – |
| Q3 2017 | $69,000 | +3.0% | 390 | 0.0% | 0.00% | – |
| Q2 2017 | $67,000 | +4.7% | 390 | 0.0% | 0.00% | – |
| Q1 2017 | $64,000 | -3.0% | 390 | -4.2% | 0.00% | – |
| Q4 2016 | $66,000 | +20.0% | 407 | +7.1% | 0.00% | – |
| Q3 2016 | $55,000 | -11.3% | 380 | -17.4% | 0.00% | – |
| Q2 2016 | $62,000 | -21.5% | 460 | -16.8% | 0.00% | – |
| Q1 2016 | $79,000 | +5.3% | 553 | -0.7% | 0.00% | – |
| Q4 2015 | $75,000 | -2.6% | 557 | +0.7% | 0.00% | – |
| Q3 2015 | $77,000 | -3.8% | 553 | 0.0% | 0.00% | – |
| Q2 2015 | $80,000 | -32.2% | 553 | -26.6% | 0.00% | – |
| Q1 2015 | $118,000 | -4.1% | 753 | 0.0% | 0.00% | – |
| Q4 2014 | $123,000 | +8.8% | 753 | 0.0% | 0.00% | – |
| Q3 2014 | $113,000 | +0.9% | 753 | -1.1% | 0.00% | – |
| Q2 2014 | $112,000 | -0.9% | 761 | -9.1% | 0.00% | – |
| Q1 2014 | $113,000 | +2.7% | 837 | 0.0% | 0.00% | – |
| Q4 2013 | $110,000 | -85.3% | 837 | -86.8% | 0.00% | -100.0% |
| Q3 2013 | $748,000 | +10.2% | 6,353 | +2.8% | 0.00% | 0.0% |
| Q2 2013 | $679,000 | – | 6,180 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |