ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 177 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $199,955 | -10.3% | 3,056 | -3.5% | 0.02% | -14.3% |
| Q1 2024 | $222,887 | +6.2% | 3,166 | +295.8% | 0.02% | -4.5% |
| Q4 2023 | $209,944 | +3.2% | 800 | -8.0% | 0.02% | -8.3% |
| Q3 2023 | $203,380 | +67.5% | 870 | +79.0% | 0.02% | +71.4% |
| Q2 2023 | $121,413 | +56.7% | 486 | +42.9% | 0.01% | +55.6% |
| Q1 2023 | $77,466 | +1191.1% | 340 | +1033.3% | 0.01% | +800.0% |
| Q1 2018 | $6,000 | – | 30 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 30,105 | $5,637,000 | 3.45% |
| STRATEGIC WEALTH MANAGEMENT INC | 18,277 | $3,418,000 | 2.89% |
| TOTH FINANCIAL ADVISORY CORP | 44,238 | $8,274,000 | 2.01% |
| Clarus Wealth Advisors | 6,888 | $1,288,000 | 1.19% |
| Sage Capital Advisors,llc | 6,009 | $1,124,000 | 0.80% |
| FIRST UNITED BANK & TRUST | 4,419 | $826,000 | 0.54% |
| NVWM, LLC | 3,935 | $721,000 | 0.52% |
| BAROMETER CAPITAL MANAGEMENT INC. | 32,700 | $6,116,000 | 0.52% |
| CHARTIST INC /CA/ | 5,553 | $1,038,627,000 | 0.49% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 340,064 | $63,602,000 | 0.48% |