ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,953,164 | -0.1% | 91,698 | +3.6% | 0.02% | -10.0% |
| Q2 2023 | $1,955,426 | +0.2% | 88,481 | +5.1% | 0.02% | +11.1% |
| Q1 2023 | $1,950,626 | +5.0% | 84,224 | +1.7% | 0.02% | -83.0% |
| Q4 2022 | $1,857,531 | +6.1% | 82,815 | -1.2% | 0.11% | +178.9% |
| Q3 2022 | $1,751,000 | -16.5% | 83,860 | +0.5% | 0.04% | -7.3% |
| Q2 2022 | $2,097,000 | -14.4% | 83,455 | +1.8% | 0.04% | +2.5% |
| Q1 2022 | $2,450,000 | -5.0% | 81,983 | +4.6% | 0.04% | +2.6% |
| Q4 2021 | $2,580,000 | +5.6% | 78,412 | +4.2% | 0.04% | +2.6% |
| Q3 2021 | $2,443,000 | -1.0% | 75,286 | +1.4% | 0.04% | +2.7% |
| Q2 2021 | $2,467,000 | +3.7% | 74,276 | +0.9% | 0.04% | -2.6% |
| Q1 2021 | $2,379,000 | +11.2% | 73,582 | +4.0% | 0.04% | -2.6% |
| Q4 2020 | $2,139,000 | +11.6% | 70,776 | +0.5% | 0.04% | -4.9% |
| Q3 2020 | $1,916,000 | -0.5% | 70,420 | +0.8% | 0.04% | -12.8% |
| Q2 2020 | $1,926,000 | +11.4% | 69,870 | +0.4% | 0.05% | -6.0% |
| Q1 2020 | $1,729,000 | -18.6% | 69,613 | -2.1% | 0.05% | +8.7% |
| Q4 2019 | $2,124,000 | +1.4% | 71,094 | -0.9% | 0.05% | 0.0% |
| Q3 2019 | $2,094,000 | -2.5% | 71,724 | -1.6% | 0.05% | -2.1% |
| Q2 2019 | $2,147,000 | -1.5% | 72,920 | -0.5% | 0.05% | -4.1% |
| Q1 2019 | $2,180,000 | +10.4% | 73,282 | -2.2% | 0.05% | +4.3% |
| Q4 2018 | $1,974,000 | -9.1% | 74,913 | +2.6% | 0.05% | -2.1% |
| Q3 2018 | $2,171,000 | +10.2% | 72,997 | +2.2% | 0.05% | +4.3% |
| Q2 2018 | $1,970,000 | +4.1% | 71,438 | +1.9% | 0.05% | +2.2% |
| Q1 2018 | $1,893,000 | -6.3% | 70,073 | +2.0% | 0.04% | +2.3% |
| Q4 2017 | $2,020,000 | -2.1% | 68,701 | +1.2% | 0.04% | -10.2% |
| Q3 2017 | $2,064,000 | -3.9% | 67,876 | +2.0% | 0.05% | -7.5% |
| Q2 2017 | $2,147,000 | +6.6% | 66,560 | +6.9% | 0.05% | +1.9% |
| Q1 2017 | $2,014,000 | -4.9% | 62,290 | +1.5% | 0.05% | -7.1% |
| Q4 2016 | $2,118,000 | +9.0% | 61,382 | +1.8% | 0.06% | +5.7% |
| Q3 2016 | $1,944,000 | -5.7% | 60,326 | -2.6% | 0.05% | -5.4% |
| Q2 2016 | $2,062,000 | +6.6% | 61,908 | -1.6% | 0.06% | +5.7% |
| Q1 2016 | $1,934,000 | +4.3% | 62,942 | -2.3% | 0.05% | -5.4% |
| Q4 2015 | $1,855,000 | +6.2% | 64,430 | -0.4% | 0.06% | +3.7% |
| Q3 2015 | $1,747,000 | -6.7% | 64,694 | +1.2% | 0.05% | -5.3% |
| Q2 2015 | $1,873,000 | +2.2% | 63,958 | +5.4% | 0.06% | +1.8% |
| Q1 2015 | $1,833,000 | +2.6% | 60,665 | -0.6% | 0.06% | +1.8% |
| Q4 2014 | $1,786,000 | -0.8% | 61,013 | +1.5% | 0.06% | -8.3% |
| Q3 2014 | $1,800,000 | -0.9% | 60,094 | +0.3% | 0.06% | -20.0% |
| Q2 2014 | $1,817,000 | +1.8% | 59,904 | +0.6% | 0.08% | -3.8% |
| Q1 2014 | $1,785,000 | +3.3% | 59,524 | +2.4% | 0.08% | 0.0% |
| Q4 2013 | $1,728,000 | -0.6% | 58,126 | -7.8% | 0.08% | 0.0% |
| Q3 2013 | $1,739,000 | +6.7% | 63,065 | +0.0% | 0.08% | +2.6% |
| Q2 2013 | $1,630,000 | – | 63,055 | – | 0.08% | – |
Download | ||||||
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% |