ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $517,847 | -38.0% | 23,432 | -35.0% | 0.01% | -42.9% |
| Q1 2023 | $835,080 | +3.3% | 36,057 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $808,759 | +257.9% | 36,057 | +233.6% | 0.01% | +250.0% |
| Q3 2022 | $226,000 | -16.9% | 10,807 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $272,000 | -33.5% | 10,807 | -21.1% | 0.01% | -16.7% |
| Q1 2022 | $409,000 | +11.7% | 13,693 | +23.2% | 0.01% | +20.0% |
| Q4 2021 | $366,000 | +1.4% | 11,113 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $361,000 | -2.2% | 11,113 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $369,000 | +2.8% | 11,113 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $359,000 | +19.3% | 11,113 | +11.6% | 0.01% | 0.0% |
| Q4 2020 | $301,000 | -19.9% | 9,960 | -28.0% | 0.01% | -25.0% |
| Q3 2020 | $376,000 | -1.3% | 13,836 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $381,000 | +1.3% | 13,836 | -8.5% | 0.01% | -11.1% |
| Q1 2020 | $376,000 | -17.0% | 15,121 | -0.3% | 0.01% | +12.5% |
| Q4 2019 | $453,000 | +1.6% | 15,160 | -0.8% | 0.01% | -11.1% |
| Q3 2019 | $446,000 | -14.9% | 15,283 | -14.2% | 0.01% | -10.0% |
| Q2 2019 | $524,000 | -1.1% | 17,807 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $530,000 | +13.0% | 17,807 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $469,000 | -61.1% | 17,807 | -56.0% | 0.01% | -54.2% |
| Q3 2018 | $1,205,000 | -24.4% | 40,504 | -30.0% | 0.02% | -29.4% |
| Q2 2018 | $1,594,000 | -1.6% | 57,832 | -3.5% | 0.03% | -2.9% |
| Q1 2018 | $1,620,000 | -18.8% | 59,952 | -11.6% | 0.04% | -12.5% |
| Q4 2017 | $1,996,000 | -11.6% | 67,853 | -8.6% | 0.04% | -16.7% |
| Q3 2017 | $2,258,000 | -4.0% | 74,267 | +1.9% | 0.05% | -11.1% |
| Q2 2017 | $2,351,000 | +14.9% | 72,878 | +15.2% | 0.05% | +10.2% |
| Q1 2017 | $2,046,000 | -6.0% | 63,260 | +0.3% | 0.05% | -7.5% |
| Q4 2016 | $2,176,000 | +71.9% | 63,076 | +60.6% | 0.05% | +65.6% |
| Q3 2016 | $1,266,000 | +5.2% | 39,278 | +8.7% | 0.03% | +3.2% |
| Q2 2016 | $1,203,000 | +40.9% | 36,133 | +30.0% | 0.03% | +40.9% |
| Q1 2016 | $854,000 | -13.7% | 27,805 | -19.1% | 0.02% | -18.5% |
| Q4 2015 | $990,000 | +21.6% | 34,383 | +14.1% | 0.03% | +12.5% |
| Q3 2015 | $814,000 | +43.6% | 30,134 | +55.7% | 0.02% | +60.0% |
| Q2 2015 | $567,000 | +11.8% | 19,355 | +15.3% | 0.02% | +36.4% |
| Q1 2015 | $507,000 | +3.7% | 16,792 | +0.6% | 0.01% | +10.0% |
| Q4 2014 | $489,000 | -3.0% | 16,688 | -0.7% | 0.01% | -9.1% |
| Q3 2014 | $504,000 | -0.2% | 16,813 | +1.0% | 0.01% | 0.0% |
| Q2 2014 | $505,000 | -3.6% | 16,645 | -4.7% | 0.01% | 0.0% |
| Q1 2014 | $524,000 | +14.4% | 17,475 | +13.4% | 0.01% | +10.0% |
| Q4 2013 | $458,000 | +7.8% | 15,414 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $425,000 | +4.2% | 15,414 | -2.4% | 0.01% | 0.0% |
| Q2 2013 | $408,000 | +9.7% | 15,794 | +3.1% | 0.01% | +11.1% |
| Q1 2013 | $372,000 | -0.3% | 15,316 | -0.3% | 0.01% | -18.2% |
| Q4 2012 | $373,000 | – | 15,360 | – | 0.01% | – |
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% |