ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,983 | -40.3% | 954 | -36.2% | 0.00% | -42.9% |
| Q2 2023 | $373,374 | -4.3% | 1,495 | -12.7% | 0.01% | -12.5% |
| Q1 2023 | $390,207 | +7.0% | 1,713 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $364,604 | +9.2% | 1,707 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $334,000 | -10.0% | 1,701 | -2.6% | 0.01% | -11.1% |
| Q2 2022 | $371,000 | -30.4% | 1,746 | -11.5% | 0.01% | -18.2% |
| Q1 2022 | $533,000 | +1.7% | 1,972 | +3.9% | 0.01% | 0.0% |
| Q4 2021 | $524,000 | +19.9% | 1,898 | +5.6% | 0.01% | +10.0% |
| Q3 2021 | $437,000 | -5.0% | 1,797 | +1.6% | 0.01% | 0.0% |
| Q2 2021 | $460,000 | +96.6% | 1,769 | +95.3% | 0.01% | +66.7% |
| Q1 2021 | $234,000 | -5.3% | 906 | -29.8% | 0.01% | -25.0% |
| Q4 2017 | $247,000 | – | 1,291 | – | 0.01% | – |
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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% |