ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 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 ↓ |
|---|---|---|---|
| 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% |