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 | $164,606 | -7.1% | 7,728 | -3.7% | 0.04% | -4.9% |
| Q2 2023 | $177,264 | -13.5% | 8,021 | -9.3% | 0.04% | -18.0% |
| Q1 2023 | $204,818 | +3.6% | 8,844 | +0.3% | 0.05% | +2.0% |
| Q4 2022 | $197,727 | +22.8% | 8,815 | +14.5% | 0.05% | +11.4% |
| Q3 2022 | $161,000 | -13.4% | 7,698 | +3.9% | 0.04% | -8.3% |
| Q2 2022 | $186,000 | -23.8% | 7,406 | -9.2% | 0.05% | -9.4% |
| Q1 2022 | $244,000 | -8.3% | 8,153 | +1.0% | 0.05% | -3.6% |
| Q4 2021 | $266,000 | +14.2% | 8,073 | +12.6% | 0.06% | +10.0% |
| Q3 2021 | $233,000 | +3.1% | 7,171 | +5.4% | 0.05% | +4.2% |
| Q2 2021 | $226,000 | +1.8% | 6,801 | -1.0% | 0.05% | -2.0% |
| Q1 2021 | $222,000 | +9.9% | 6,869 | +2.7% | 0.05% | +4.3% |
| Q4 2020 | $202,000 | +14.8% | 6,691 | +3.1% | 0.05% | 0.0% |
| Q3 2020 | $176,000 | -5.9% | 6,488 | -4.1% | 0.05% | -14.5% |
| Q2 2020 | $187,000 | – | 6,768 | – | 0.06% | – |
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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% |