ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,185,000 | +85.6% | 196,473 | +92.4% | 0.00% | 0.0% |
| Q2 2023 | $2,255,000 | -51.7% | 102,119 | -49.3% | 0.00% | 0.0% |
| Q1 2023 | $4,664,000 | -60.7% | 201,374 | -62.0% | 0.00% | -66.7% |
| Q4 2022 | $11,875,000 | +986.5% | 529,432 | +912.0% | 0.00% | – |
| Q3 2022 | $1,093,000 | +1.2% | 52,316 | +21.8% | 0.00% | – |
| Q2 2022 | $1,080,000 | -52.4% | 42,967 | -43.4% | 0.00% | -100.0% |
| Q1 2022 | $2,271,000 | -41.8% | 75,960 | -35.9% | 0.00% | 0.0% |
| Q4 2021 | $3,903,000 | +1.9% | 118,592 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $3,831,000 | +3.7% | 118,070 | +6.2% | 0.00% | 0.0% |
| Q2 2021 | $3,693,000 | -18.5% | 111,156 | -20.7% | 0.00% | 0.0% |
| Q1 2021 | $4,531,000 | +47.2% | 140,152 | +37.6% | 0.00% | 0.0% |
| Q4 2020 | $3,079,000 | +21.4% | 101,852 | +9.2% | 0.00% | 0.0% |
| Q3 2020 | $2,536,000 | -42.9% | 93,238 | -42.1% | 0.00% | -50.0% |
| Q2 2020 | $4,440,000 | +70.8% | 161,117 | +54.1% | 0.00% | +100.0% |
| Q1 2020 | $2,600,000 | -27.7% | 104,584 | -13.1% | 0.00% | 0.0% |
| Q4 2019 | $3,596,000 | +44.6% | 120,378 | +41.3% | 0.00% | 0.0% |
| Q3 2019 | $2,487,000 | -32.8% | 85,191 | -32.2% | 0.00% | 0.0% |
| Q2 2019 | $3,701,000 | +6.3% | 125,625 | +7.3% | 0.00% | 0.0% |
| Q1 2019 | $3,481,000 | +9.0% | 117,068 | -3.4% | 0.00% | -50.0% |
| Q4 2018 | $3,194,000 | -18.1% | 121,210 | -7.6% | 0.00% | 0.0% |
| Q3 2018 | $3,899,000 | +88.0% | 131,199 | +74.4% | 0.00% | +100.0% |
| Q2 2018 | $2,074,000 | +91.5% | 75,228 | +87.6% | 0.00% | – |
| Q1 2018 | $1,083,000 | -33.2% | 40,095 | -27.3% | 0.00% | -100.0% |
| Q4 2017 | $1,622,000 | +184.1% | 55,125 | +193.6% | 0.00% | – |
| Q3 2017 | $571,000 | -3.4% | 18,773 | +2.5% | 0.00% | – |
| Q2 2017 | $591,000 | +8.0% | 18,317 | +8.1% | 0.00% | – |
| Q1 2017 | $547,000 | -6.3% | 16,951 | +0.3% | 0.00% | – |
| Q4 2016 | $584,000 | -54.0% | 16,905 | -57.1% | 0.00% | -100.0% |
| Q3 2016 | $1,269,000 | +109.4% | 39,426 | +116.5% | 0.00% | – |
| Q2 2016 | $606,000 | +2.9% | 18,207 | -5.0% | 0.00% | – |
| Q1 2016 | $589,000 | -59.3% | 19,166 | -61.9% | 0.00% | -100.0% |
| Q4 2015 | $1,448,000 | -22.5% | 50,270 | -27.4% | 0.00% | 0.0% |
| Q3 2015 | $1,869,000 | +29.3% | 69,223 | +40.3% | 0.00% | 0.0% |
| Q2 2015 | $1,445,000 | +42.2% | 49,351 | +46.8% | 0.00% | 0.0% |
| Q1 2015 | $1,016,000 | +38.4% | 33,616 | +34.0% | 0.00% | – |
| Q4 2014 | $734,000 | -53.4% | 25,085 | -52.3% | 0.00% | -100.0% |
| Q3 2014 | $1,574,000 | +56.8% | 52,555 | +58.7% | 0.00% | 0.0% |
| Q2 2014 | $1,004,000 | +11.9% | 33,117 | +10.6% | 0.00% | 0.0% |
| Q1 2014 | $897,000 | -22.2% | 29,935 | -22.8% | 0.00% | 0.0% |
| Q4 2013 | $1,153,000 | -75.3% | 38,765 | -77.1% | 0.00% | -75.0% |
| Q3 2013 | $4,668,000 | +410.2% | 169,277 | +378.3% | 0.00% | +300.0% |
| Q2 2013 | $915,000 | – | 35,389 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Phoenix Holdings Ltd. | 3,954,045 | $99,365,000 | 2.03% |
| HERBST GROUP, LLC | 39,533 | $1,005,000 | 0.79% |
| First Citizens Financial Corp | 34,905 | $877,000 | 0.77% |
| Antonetti Capital Management LLC | 19,956 | $501,000 | 0.53% |
| Orion Portfolio Solutions, LLC | 399,977 | $10,051,000 | 0.40% |
| Lumature Wealth Partners, LLC | 28,375 | $713,000 | 0.32% |
| Sierra Capital LLC | 50,121 | $1,260,000 | 0.23% |
| Kinloch Capital, LLC | 13,967 | $351,000 | 0.23% |
| Signature Wealth Management Partners, LLC | 8,495 | $213,000 | 0.22% |
| NBT BANK N A /NY | 48,434 | $1,217,000 | 0.19% |