ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,990 | -80.0% | 12,300 | -78.3% | 0.00% | -75.0% |
| Q1 2023 | $1,313,172 | -67.5% | 56,700 | -68.5% | 0.00% | -69.2% |
| Q4 2022 | $4,037,400 | -15.7% | 180,000 | -21.5% | 0.01% | -18.8% |
| Q3 2022 | $4,790,000 | -5.4% | 229,400 | +13.8% | 0.02% | -5.9% |
| Q2 2022 | $5,066,000 | -7.8% | 201,600 | +9.7% | 0.02% | +6.2% |
| Q1 2022 | $5,494,000 | +1223.9% | 183,800 | +1358.7% | 0.02% | +1500.0% |
| Q4 2021 | $415,000 | -76.7% | 12,600 | -77.0% | 0.00% | -75.0% |
| Q3 2021 | $1,782,000 | +633.3% | 54,900 | +652.1% | 0.00% | +300.0% |
| Q2 2021 | $243,000 | -87.5% | 7,300 | -87.8% | 0.00% | -80.0% |
| Q1 2021 | $1,937,000 | +813.7% | 59,900 | +755.7% | 0.01% | +400.0% |
| Q4 2020 | $212,000 | -88.2% | 7,000 | -89.4% | 0.00% | -83.3% |
| Q3 2020 | $1,801,000 | – | 66,200 | – | 0.01% | – |
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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% |