ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397 | -6.6% | 1,700 | 0.0% | 0.14% | -6.8% |
| Q2 2023 | $425 | +9.8% | 1,700 | 0.0% | 0.15% | +10.6% |
| Q1 2023 | $387 | +6.6% | 1,700 | 0.0% | 0.13% | +3.9% |
| Q4 2022 | $363 | -99.9% | 1,700 | 0.0% | 0.13% | -5.9% |
| Q3 2022 | $334,000 | -7.7% | 1,700 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $362,000 | -21.1% | 1,700 | 0.0% | 0.14% | -16.1% |
| Q1 2022 | $459,000 | -2.3% | 1,700 | 0.0% | 0.16% | +9.5% |
| Q4 2021 | $470,000 | +13.8% | 1,700 | 0.0% | 0.15% | +7.3% |
| Q3 2021 | $413,000 | +58.8% | 1,700 | +70.0% | 0.14% | +50.5% |
| Q2 2021 | $260,000 | – | 1,000 | – | 0.09% | – |
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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% |