ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 126 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,504,979 | -2.0% | 70,656 | +1.7% | 0.06% | +3.5% |
Q2 2023 | $1,535,912 | +0.6% | 69,498 | +5.4% | 0.06% | -1.7% |
Q1 2023 | $1,526,989 | +12.1% | 65,932 | +8.6% | 0.06% | +7.4% |
Q4 2022 | $1,361,672 | +5.2% | 60,708 | -2.0% | 0.05% | 0.0% |
Q3 2022 | $1,294,000 | -9.8% | 61,970 | +8.5% | 0.05% | -6.9% |
Q2 2022 | $1,435,000 | -19.6% | 57,120 | -4.3% | 0.06% | -12.1% |
Q1 2022 | $1,784,000 | -12.4% | 59,687 | -3.6% | 0.07% | -8.3% |
Q4 2021 | $2,037,000 | -1.0% | 61,891 | -2.4% | 0.07% | -10.0% |
Q3 2021 | $2,058,000 | -3.8% | 63,426 | -1.5% | 0.08% | -3.6% |
Q2 2021 | $2,140,000 | +5.3% | 64,410 | +2.4% | 0.08% | -1.2% |
Q1 2021 | $2,033,000 | +12.9% | 62,892 | +5.5% | 0.08% | +7.7% |
Q4 2020 | $1,801,000 | +6.1% | 59,609 | -4.5% | 0.08% | -9.3% |
Q3 2020 | $1,697,000 | -1.6% | 62,405 | -0.3% | 0.09% | -7.5% |
Q2 2020 | $1,725,000 | +14.0% | 62,598 | +2.8% | 0.09% | 0.0% |
Q1 2020 | $1,513,000 | -18.7% | 60,889 | -2.2% | 0.09% | -2.1% |
Q4 2019 | $1,861,000 | -1.5% | 62,285 | -3.7% | 0.10% | -6.9% |
Q3 2019 | $1,889,000 | -1.4% | 64,707 | -0.5% | 0.10% | -2.9% |
Q2 2019 | $1,916,000 | -0.3% | 65,058 | +0.7% | 0.10% | -2.8% |
Q1 2019 | $1,921,000 | +19.5% | 64,587 | +5.9% | 0.11% | +11.3% |
Q4 2018 | $1,607,000 | -18.4% | 60,981 | -7.9% | 0.10% | -11.8% |
Q3 2018 | $1,969,000 | +9.9% | 66,195 | +1.8% | 0.11% | +1.9% |
Q2 2018 | $1,792,000 | +0.6% | 65,002 | -1.4% | 0.11% | 0.0% |
Q1 2018 | $1,782,000 | +12.0% | 65,956 | +21.9% | 0.11% | +11.3% |
Q4 2017 | $1,591,000 | -7.8% | 54,087 | -4.7% | 0.10% | -11.8% |
Q3 2017 | $1,725,000 | -9.2% | 56,740 | -3.6% | 0.11% | -13.4% |
Q2 2017 | $1,899,000 | +3.5% | 58,868 | +3.8% | 0.13% | +0.8% |
Q1 2017 | $1,834,000 | -3.3% | 56,709 | +3.2% | 0.13% | -9.4% |
Q4 2016 | $1,896,000 | – | 54,961 | – | 0.14% | – |
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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% |