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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,401,000 | +115.8% | 136,817 | +159.4% | 0.06% | +200.0% |
| Q4 2019 | $1,576,000 | +89.7% | 52,738 | +85.5% | 0.02% | +90.0% |
| Q3 2019 | $831,000 | -96.1% | 28,425 | -96.5% | 0.01% | -97.0% |
| Q4 2018 | $21,304,000 | +764.6% | 809,107 | +865.6% | 0.33% | +1031.0% |
| Q4 2017 | $2,464,000 | +24.8% | 83,789 | +46.4% | 0.03% | +7.4% |
| Q4 2016 | $1,975,000 | -89.2% | 57,252 | -91.0% | 0.03% | -87.6% |
| Q4 2015 | $18,222,000 | +606.6% | 632,913 | +562.6% | 0.22% | +623.3% |
| Q3 2015 | $2,579,000 | +229.0% | 95,514 | +256.6% | 0.03% | +275.0% |
| Q2 2015 | $784,000 | -62.5% | 26,781 | -62.5% | 0.01% | -69.2% |
| Q4 2014 | $2,089,000 | +939.3% | 71,338 | +964.7% | 0.03% | +1200.0% |
| Q3 2014 | $201,000 | -94.0% | 6,700 | -94.0% | 0.00% | -93.9% |
| Q4 2013 | $3,336,000 | – | 112,225 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strengthening Families & Communities, LLC | 216,281 | $4,607 | 1.99% |
| First Citizens Financial Corp | 35,966 | $766,076 | 0.54% |
| Beta Wealth Group, Inc. | 42,041 | $895,465 | 0.53% |
| Econ Financial Services Corp | 26,250 | $559,125 | 0.41% |
| PGIM Custom Harvest LLC | 487,450 | $10,382,685 | 0.38% |
| Dakota Wealth Management | 401,785 | $8,558,016 | 0.38% |
| Antonetti Capital Management LLC | 10,920 | $233,763 | 0.36% |
| First Heartland Consultants, Inc. | 80,681 | $1,719 | 0.22% |
| Family Firm, Inc. | 18,526 | $394,612 | 0.11% |
| NBT BANK N A /NY | 46,841 | $997,714 | 0.10% |