ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |