ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 112 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,333,628 | -5.6% | 109,560 | -2.1% | 0.04% | 0.0% |
| Q2 2023 | $2,472,526 | -5.7% | 111,879 | -1.2% | 0.04% | -10.0% |
| Q1 2023 | $2,623,055 | +2.1% | 113,258 | -1.1% | 0.04% | -2.4% |
| Q4 2022 | $2,568,975 | +7036.0% | 114,533 | +7820.7% | 0.04% | +4000.0% |
| Q1 2020 | $36,000 | -76.8% | 1,446 | -72.1% | 0.00% | -66.7% |
| Q4 2019 | $155,000 | +22.0% | 5,190 | +7.6% | 0.00% | 0.0% |
| Q4 2018 | $127,000 | – | 4,823 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |