ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $419,000 | +1.9% | 1,611 | +1.1% | 0.01% | -14.3% |
| Q1 2021 | $411,000 | +22.0% | 1,594 | +4.5% | 0.01% | +16.7% |
| Q4 2020 | $337,000 | +19.1% | 1,526 | +7.2% | 0.01% | 0.0% |
| Q3 2020 | $283,000 | -86.7% | 1,424 | -89.0% | 0.01% | -92.2% |
| Q1 2017 | $2,121,000 | -27.2% | 12,935 | -27.7% | 0.08% | -35.3% |
| Q4 2016 | $2,913,000 | +12.1% | 17,886 | -0.0% | 0.12% | +4.4% |
| Q3 2016 | $2,598,000 | -12.9% | 17,889 | -1.6% | 0.11% | -19.1% |
| Q4 2014 | $2,982,000 | +30.3% | 18,178 | +19.9% | 0.14% | +24.8% |
| Q3 2014 | $2,289,000 | +3.8% | 15,166 | +1.1% | 0.11% | +1.8% |
| Q2 2014 | $2,206,000 | +34.2% | 15,008 | +23.7% | 0.11% | +23.3% |
| Q1 2014 | $1,644,000 | – | 12,135 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 332,982 | $24,896,000 | 4.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 43,260 | $10,520,000 | 3.93% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 23,447 | $5,702,000 | 3.73% |
| Delos Wealth Advisors, LLC | 8,781 | $2,135,000 | 2.35% |
| Cadent Capital Advisors, LLC | 21,131 | $5,139,000 | 2.29% |
| Round Table Services, LLC | 33,828 | $8,226,000 | 1.76% |
| Kesler, Norman & Wride, LLC | 28,696 | $6,978,000 | 1.64% |
| Advocacy Wealth Management Services, LLC | 34,247 | $8,328,000 | 1.50% |
| Richard Bernstein Advisors LLC | 268,140 | $65,206,000 | 1.32% |
| Indie Asset Partners, LLC | 6,570 | $1,598,000 | 1.29% |