ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 112 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.
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% | – |
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% |