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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,647 | -60.9% | 55,852 | -59.5% | 0.00% | -50.0% |
| Q2 2023 | $3,046,042 | +102.6% | 137,830 | +112.3% | 0.00% | +100.0% |
| Q1 2023 | $1,503,423 | +18.5% | 64,915 | +14.7% | 0.00% | 0.0% |
| Q4 2022 | $1,269,106 | +25.2% | 56,581 | +16.5% | 0.00% | 0.0% |
| Q3 2022 | $1,014,000 | -15.4% | 48,574 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $1,199,000 | -26.5% | 47,720 | -12.5% | 0.00% | 0.0% |
| Q1 2022 | $1,631,000 | -16.5% | 54,552 | -8.1% | 0.00% | -50.0% |
| Q4 2021 | $1,953,000 | +1.7% | 59,334 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $1,921,000 | -19.1% | 59,193 | -17.2% | 0.00% | 0.0% |
| Q2 2021 | $2,376,000 | +4.6% | 71,522 | +1.8% | 0.00% | -33.3% |
| Q1 2021 | $2,272,000 | -2.3% | 70,267 | -8.7% | 0.00% | 0.0% |
| Q4 2020 | $2,326,000 | -3.3% | 76,965 | -13.0% | 0.00% | -25.0% |
| Q3 2020 | $2,405,000 | -19.7% | 88,434 | -18.6% | 0.00% | -20.0% |
| Q2 2020 | $2,995,000 | +59.1% | 108,659 | +43.4% | 0.01% | +25.0% |
| Q1 2020 | $1,883,000 | -3.4% | 75,765 | +16.2% | 0.00% | 0.0% |
| Q4 2019 | $1,949,000 | +8.0% | 65,222 | +5.6% | 0.00% | 0.0% |
| Q3 2019 | $1,804,000 | +2.2% | 61,780 | +3.0% | 0.00% | 0.0% |
| Q2 2019 | $1,766,000 | -6.9% | 59,979 | -6.0% | 0.00% | 0.0% |
| Q1 2019 | $1,897,000 | +11.6% | 63,778 | -1.1% | 0.00% | -20.0% |
| Q4 2018 | $1,700,000 | -21.5% | 64,515 | -11.4% | 0.01% | 0.0% |
| Q3 2018 | $2,166,000 | +27.4% | 72,825 | +18.1% | 0.01% | +25.0% |
| Q2 2018 | $1,700,000 | +2.3% | 61,677 | +0.3% | 0.00% | -20.0% |
| Q1 2018 | $1,661,000 | -1.2% | 61,464 | +7.6% | 0.01% | 0.0% |
| Q4 2017 | $1,681,000 | +35.5% | 57,146 | +40.0% | 0.01% | +25.0% |
| Q3 2017 | $1,241,000 | -63.2% | 40,820 | -60.9% | 0.00% | -69.2% |
| Q2 2017 | $3,370,000 | -7.3% | 104,467 | -7.6% | 0.01% | -48.0% |
| Q1 2017 | $3,635,000 | -72.1% | 113,069 | -68.7% | 0.02% | -74.7% |
| Q4 2016 | $13,016,000 | +31.8% | 361,249 | +16.9% | 0.10% | +5.3% |
| Q3 2016 | $9,877,000 | -18.1% | 309,144 | -14.7% | 0.09% | -7.8% |
| Q2 2016 | $12,060,000 | -47.8% | 362,604 | -51.4% | 0.10% | +59.4% |
| Q1 2016 | $23,100,000 | +577.8% | 745,898 | +521.2% | 0.06% | +611.1% |
| Q4 2015 | $3,408,000 | +110.2% | 120,073 | +106.1% | 0.01% | 0.0% |
| Q3 2015 | $1,621,000 | -33.9% | 58,251 | -31.4% | 0.01% | -25.0% |
| Q2 2015 | $2,452,000 | -83.5% | 84,866 | -82.3% | 0.01% | -84.2% |
| Q1 2015 | $14,828,000 | +894.5% | 479,083 | +841.0% | 0.08% | +850.0% |
| Q4 2014 | $1,491,000 | -2.2% | 50,913 | -1.8% | 0.01% | -11.1% |
| Q3 2014 | $1,524,000 | -15.7% | 51,843 | -13.0% | 0.01% | -18.2% |
| Q2 2014 | $1,808,000 | +37.8% | 59,599 | +36.2% | 0.01% | +37.5% |
| Q1 2014 | $1,312,000 | -28.4% | 43,763 | -29.0% | 0.01% | -27.3% |
| Q4 2013 | $1,833,000 | -6.2% | 61,656 | -11.3% | 0.01% | -15.4% |
| Q3 2013 | $1,954,000 | +45.8% | 69,485 | +34.0% | 0.01% | +30.0% |
| Q2 2013 | $1,340,000 | – | 51,840 | – | 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% |