WHITTIER TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 122 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.

Quarter-by-quarter ownership
WHITTIER TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$803
-1.1%
370.0%0.00%
Q1 2024$812
-3.4%
370.0%0.00%
Q4 2023$841
+6.9%
370.0%0.00%
Q3 2023$787
-3.7%
370.0%0.00%
Q2 2023$817
-4.6%
370.0%0.00%
Q1 2023$856
+3.3%
370.0%0.00%
Q4 2022$829
-17.1%
370.0%0.00%
Q3 2022$1,0000.0%370.0%0.00%
Q2 2022$1,0000.0%370.0%0.00%
Q1 2022$1,0000.0%370.0%0.00%
Q4 2021$1,0000.0%370.0%0.00%
Q3 2021$1,0000.0%370.0%0.00%
Q2 2021$1,0000.0%370.0%0.00%
Q1 2021$1,0000.0%370.0%0.00%
Q4 2020$1,0000.0%370.0%0.00%
Q3 2020$1,0000.0%370.0%0.00%
Q2 2020$1,0000.0%370.0%0.00%
Q1 2020$1,0000.0%370.0%0.00%
Q4 2019$1,0000.0%370.0%0.00%
Q3 2019$1,0000.0%370.0%0.00%
Q2 2019$1,0000.0%370.0%0.00%
Q1 2019$1,0000.0%370.0%0.00%
Q4 2018$1,0000.0%370.0%0.00%
Q3 2018$1,0000.0%370.0%0.00%
Q2 2018$1,0000.0%370.0%0.00%
Q1 2018$1,000
-85.7%
37
-82.0%
0.00%
Q4 2016$7,000
+75.0%
205
+69.4%
0.00%
Q4 2013$4,000
+33.3%
1210.0%0.00%
Q3 2013$3,0000.0%1210.0%0.00%
Q2 2013$3,0001210.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,979,700$58,876,0002.69%
S. R. Schill & Associates 111,704$3,322,0002.00%
WEALTHSOURCE PARTNERS, LLC 258,988$7,702,0001.74%
Timber Hill LLC 20,000$595,0000.81%
Aveo Capital Partners, LLC 53,588$1,594,0000.74%
TOTH FINANCIAL ADVISORY CORP 75,651$2,250,0000.53%
Arcus Capital Partners, LLC 40,722$1,211,0000.47%
Capital Advisory Group Advisory Services, LLC 17,512$518,0000.37%
PagnatoKarp Partners LLC 55,338$1,646,0000.37%
Tibra Equities Europe Ltd 117,847$3,505,0000.35%
View complete list of ISHARES TR shareholders