ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,417 | +8.6% | 267 | +16.1% | 0.00% | 0.0% |
| Q2 2023 | $57,459 | -93.0% | 230 | -93.6% | 0.00% | -93.3% |
| Q1 2023 | $815,667 | +6.7% | 3,580 | -0.0% | 0.04% | -4.3% |
| Q4 2022 | $764,723 | +1399.5% | 3,581 | +1392.1% | 0.05% | +1466.7% |
| Q3 2022 | $51,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $51,000 | -22.7% | 240 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $66,000 | -60.7% | 240 | -65.3% | 0.00% | -20.0% |
| Q3 2021 | $168,000 | -12.0% | 692 | -5.9% | 0.01% | -16.7% |
| Q2 2021 | $191,000 | -5.9% | 735 | -6.7% | 0.01% | -14.3% |
| Q1 2021 | $203,000 | – | 788 | – | 0.01% | – |
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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% |