ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,464 | -6.4% | 2,590 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $647,034 | -6.1% | 2,590 | -14.4% | 0.02% | -11.8% |
| Q1 2023 | $689,216 | +106589.8% | 3,025 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $646 | -99.9% | 3,025 | 0.0% | 0.02% | -26.1% |
| Q3 2022 | $595,000 | -13.6% | 3,025 | -6.5% | 0.02% | -11.5% |
| Q2 2022 | $689,000 | -21.1% | 3,235 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $873,000 | -3.5% | 3,235 | -1.2% | 0.03% | +3.8% |
| Q4 2021 | $905,000 | +13.7% | 3,275 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $796,000 | -6.5% | 3,275 | 0.0% | 0.03% | -7.1% |
| Q2 2021 | $851,000 | -3.0% | 3,275 | -3.8% | 0.03% | -6.7% |
| Q1 2021 | $877,000 | +7.6% | 3,405 | -7.8% | 0.03% | +50.0% |
| Q4 2020 | $815,000 | +4.9% | 3,695 | -5.4% | 0.02% | -4.8% |
| Q3 2020 | $777,000 | +13.3% | 3,905 | -7.4% | 0.02% | 0.0% |
| Q2 2020 | $686,000 | -0.6% | 4,215 | -15.6% | 0.02% | -19.2% |
| Q1 2020 | $690,000 | -52.7% | 4,995 | -33.0% | 0.03% | -39.5% |
| Q4 2019 | $1,459,000 | +5.0% | 7,460 | 0.0% | 0.04% | -2.3% |
| Q3 2019 | $1,389,000 | -4.3% | 7,460 | -3.2% | 0.04% | -8.3% |
| Q2 2019 | $1,451,000 | -28.1% | 7,710 | -28.4% | 0.05% | -30.4% |
| Q1 2019 | $2,017,000 | -24.8% | 10,770 | -33.8% | 0.07% | -33.0% |
| Q4 2018 | $2,683,000 | -49.6% | 16,260 | -49.9% | 0.10% | -51.9% |
| Q4 2014 | $5,323,000 | – | 32,445 | – | 0.21% | – |
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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% |