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 | $121,475 | -32.2% | 5,703 | -29.7% | 0.00% | – |
| Q2 2023 | $179,166 | -5.8% | 8,107 | -1.3% | 0.00% | – |
| Q1 2023 | $190,283 | +106.0% | 8,216 | +99.5% | 0.00% | – |
| Q4 2022 | $92,382 | +81.1% | 4,119 | +68.8% | 0.00% | – |
| Q3 2022 | $51,000 | +2.0% | 2,440 | +23.5% | 0.00% | – |
| Q2 2022 | $50,000 | +11.1% | 1,975 | +31.8% | 0.00% | – |
| Q1 2022 | $45,000 | -8.2% | 1,499 | 0.0% | 0.00% | – |
| Q4 2021 | $49,000 | +206.2% | 1,499 | +212.9% | 0.00% | – |
| Q3 2021 | $16,000 | 0.0% | 479 | 0.0% | 0.00% | – |
| Q2 2021 | $16,000 | +6.7% | 479 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | +650.0% | 479 | +538.7% | 0.00% | – |
| Q3 2020 | $2,000 | -60.0% | 75 | -53.1% | 0.00% | – |
| Q4 2019 | $5,000 | – | 160 | +3900.0% | 0.00% | – |
| Q4 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 4 | -85.2% | 0.00% | – |
| Q4 2017 | $1,000 | -95.0% | 27 | -95.9% | 0.00% | – |
| Q3 2017 | $20,000 | – | 651 | +3968.8% | 0.00% | – |
| Q1 2015 | $0 | -100.0% | 16 | -89.9% | 0.00% | – |
| Q3 2014 | $5,000 | +150.0% | 159 | +87.1% | 0.00% | – |
| Q2 2013 | $2,000 | – | 85 | – | 0.00% | – |
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% |