ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,586 | +21.3% | 657 | +29.6% | 0.00% | – |
| Q2 2023 | $126,659 | +15.3% | 507 | +5.2% | 0.00% | – |
| Q1 2023 | $109,818 | +4.5% | 482 | -2.0% | 0.00% | – |
| Q4 2022 | $105,067 | +8.3% | 492 | 0.0% | 0.00% | – |
| Q3 2022 | $97,000 | -8.5% | 492 | 0.0% | 0.00% | – |
| Q2 2022 | $106,000 | -18.5% | 492 | +2.1% | 0.00% | – |
| Q1 2022 | $130,000 | -3.0% | 482 | 0.0% | 0.00% | – |
| Q4 2021 | $134,000 | +8.1% | 482 | -5.3% | 0.00% | – |
| Q3 2021 | $124,000 | -6.1% | 509 | +0.2% | 0.00% | – |
| Q2 2021 | $132,000 | +0.8% | 508 | 0.0% | 0.00% | – |
| Q1 2021 | $131,000 | -5.8% | 508 | -19.6% | 0.00% | – |
| Q4 2020 | $139,000 | -4.1% | 632 | -13.5% | 0.00% | – |
| Q3 2020 | $145,000 | +21.8% | 731 | 0.0% | 0.00% | – |
| Q2 2020 | $119,000 | +3.5% | 731 | -13.2% | 0.00% | – |
| Q1 2020 | $115,000 | -51.5% | 842 | -30.2% | 0.00% | – |
| Q4 2019 | $237,000 | +71.7% | 1,207 | +64.0% | 0.00% | – |
| Q3 2019 | $138,000 | -12.7% | 736 | -11.9% | 0.00% | – |
| Q2 2019 | $158,000 | +0.6% | 835 | 0.0% | 0.00% | – |
| Q1 2019 | $157,000 | +12.9% | 835 | +0.1% | 0.00% | – |
| Q4 2018 | $139,000 | +6.9% | 834 | +31.5% | 0.00% | – |
| Q3 2018 | $130,000 | +10.2% | 634 | +0.2% | 0.00% | – |
| Q2 2018 | $118,000 | -40.1% | 633 | -39.7% | 0.00% | – |
| Q1 2018 | $197,000 | +49.2% | 1,049 | +51.4% | 0.00% | – |
| Q4 2017 | $132,000 | +6.5% | 693 | 0.0% | 0.00% | – |
| Q3 2017 | $124,000 | +13.8% | 693 | +9.7% | 0.00% | – |
| Q2 2017 | $109,000 | +4.8% | 632 | 0.0% | 0.00% | – |
| Q1 2017 | $104,000 | +1.0% | 632 | 0.0% | 0.00% | – |
| Q4 2016 | $103,000 | +10.8% | 632 | -0.8% | 0.00% | – |
| Q3 2016 | $93,000 | -11.4% | 637 | -18.6% | 0.00% | – |
| Q2 2016 | $105,000 | -16.0% | 783 | -10.9% | 0.00% | – |
| Q1 2016 | $125,000 | -8.8% | 879 | -13.3% | 0.00% | – |
| Q4 2015 | $137,000 | -52.3% | 1,014 | -50.7% | 0.00% | – |
| Q3 2015 | $287,000 | -19.6% | 2,055 | -16.6% | 0.00% | – |
| Q2 2015 | $357,000 | -10.5% | 2,463 | -3.1% | 0.00% | – |
| Q1 2015 | $399,000 | +51.1% | 2,543 | +58.0% | 0.00% | – |
| Q4 2014 | $264,000 | +129.6% | 1,610 | +111.8% | 0.00% | – |
| Q3 2014 | $115,000 | +74.2% | 760 | +68.9% | 0.00% | – |
| Q2 2014 | $66,000 | 0.0% | 450 | -7.2% | 0.00% | – |
| Q1 2014 | $66,000 | +3.1% | 485 | 0.0% | 0.00% | – |
| Q4 2013 | $64,000 | +20.8% | 485 | +7.8% | 0.00% | – |
| Q3 2013 | $53,000 | +8.2% | 450 | 0.0% | 0.00% | – |
| Q2 2013 | $49,000 | – | 450 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSC Wealth Advisors, LLC | 20,793 | $5,613,000 | 5.32% |
| Marks Wealth, LLC | 54,915 | $14,824,000 | 4.52% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 20,998 | $5,668,000 | 3.72% |
| Cadent Capital Advisors, LLC | 20,986 | $5,665,000 | 2.58% |
| Delos Wealth Advisors, LLC | 7,805 | $2,107,000 | 2.08% |
| Thrive Capital Management, LLC | 9,734 | $2,628,000 | 1.59% |
| Kesler, Norman & Wride, LLC | 26,174 | $7,066,000 | 1.57% |
| Indie Asset Partners, LLC | 7,550 | $2,038,000 | 1.53% |
| Round Table Services, LLC | 33,781 | $9,119,000 | 1.52% |
| Richard Bernstein Advisors LLC | 285,766 | $76,725,000 | 1.52% |