ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 133 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.29 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $23,000 | -28.1% | 163 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $32,000 | +6.7% | 163 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $30,000 | -3.2% | 163 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $31,000 | -11.4% | 163 | -13.8% | 0.01% | -10.0% |
| Q1 2019 | $35,000 | +12.9% | 189 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,000 | -20.5% | 189 | 0.0% | 0.01% | -28.6% |
| Q3 2018 | $39,000 | +11.4% | 189 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $35,000 | 0.0% | 189 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $35,000 | -2.8% | 189 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $36,000 | +111.8% | 189 | +98.9% | 0.01% | +116.7% |
| Q3 2017 | $17,000 | +6.2% | 95 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $16,000 | -38.5% | 95 | -40.3% | 0.01% | -40.0% |
| Q1 2017 | $26,000 | +36.8% | 159 | +34.7% | 0.01% | +11.1% |
| Q4 2016 | $19,000 | -5.0% | 118 | -18.6% | 0.01% | -25.0% |
| Q3 2015 | $20,000 | -4.8% | 145 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $21,000 | -8.7% | 145 | 0.0% | 0.01% | -14.3% |
| Q1 2015 | $23,000 | – | 145 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |