ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,643 | -22.6% | 16,556 | -19.7% | 0.00% | – |
| Q2 2023 | $455,569 | +1.1% | 20,614 | +5.9% | 0.00% | – |
| Q1 2023 | $450,786 | -50.1% | 19,464 | -51.7% | 0.00% | – |
| Q4 2022 | $903,229 | +5.3% | 40,269 | -2.0% | 0.00% | – |
| Q3 2022 | $858,000 | -27.8% | 41,092 | -13.1% | 0.00% | -100.0% |
| Q2 2022 | $1,189,000 | -20.8% | 47,296 | -5.8% | 0.00% | 0.0% |
| Q1 2022 | $1,501,000 | -21.7% | 50,225 | -13.8% | 0.00% | 0.0% |
| Q4 2021 | $1,917,000 | +7.0% | 58,264 | +5.5% | 0.00% | 0.0% |
| Q3 2021 | $1,792,000 | +29.9% | 55,218 | +32.9% | 0.00% | 0.0% |
| Q2 2021 | $1,380,000 | +6.7% | 41,537 | +3.9% | 0.00% | 0.0% |
| Q1 2021 | $1,293,000 | +6.2% | 39,983 | -0.8% | 0.00% | 0.0% |
| Q4 2020 | $1,218,000 | +25.6% | 40,298 | +13.0% | 0.00% | 0.0% |
| Q3 2020 | $970,000 | -17.4% | 35,664 | -16.3% | 0.00% | 0.0% |
| Q2 2020 | $1,174,000 | -49.4% | 42,585 | -54.4% | 0.00% | -66.7% |
| Q1 2020 | $2,322,000 | +92.1% | 93,442 | +130.9% | 0.00% | +200.0% |
| Q4 2019 | $1,209,000 | +18.5% | 40,470 | +15.8% | 0.00% | 0.0% |
| Q3 2019 | $1,020,000 | -27.7% | 34,939 | -27.0% | 0.00% | -50.0% |
| Q2 2019 | $1,410,000 | -39.1% | 47,880 | -38.5% | 0.00% | -33.3% |
| Q1 2019 | $2,316,000 | -4.1% | 77,874 | -15.0% | 0.00% | -25.0% |
| Q4 2018 | $2,414,000 | -68.9% | 91,597 | -64.9% | 0.00% | -69.2% |
| Q3 2018 | $7,766,000 | +7090.7% | 261,122 | +7218.4% | 0.01% | – |
| Q3 2017 | $108,000 | -5.3% | 3,568 | +0.7% | 0.00% | – |
| Q2 2017 | $114,000 | -99.1% | 3,542 | -99.1% | 0.00% | -100.0% |
| Q1 2017 | $12,713,000 | +83.6% | 393,086 | +95.8% | 0.04% | +64.0% |
| Q4 2016 | $6,926,000 | -44.1% | 200,794 | -47.8% | 0.02% | -47.9% |
| Q3 2016 | $12,390,000 | -54.0% | 384,540 | -52.5% | 0.05% | -55.1% |
| Q2 2016 | $26,951,000 | +225.2% | 809,353 | +200.1% | 0.11% | +197.2% |
| Q1 2016 | $8,287,000 | +16.9% | 269,687 | +9.5% | 0.04% | +12.5% |
| Q4 2015 | $7,088,000 | -15.6% | 246,180 | -20.9% | 0.03% | -23.8% |
| Q3 2015 | $8,403,000 | +41.5% | 311,235 | +53.5% | 0.04% | +50.0% |
| Q2 2015 | $5,938,000 | +9964.4% | 202,809 | +9940.0% | 0.03% | +2700.0% |
| Q4 2014 | $59,000 | -97.8% | 2,020 | -97.7% | 0.00% | -96.3% |
| Q3 2014 | $2,654,000 | +1538.3% | 88,612 | +1560.3% | 0.03% | +1250.0% |
| Q2 2014 | $162,000 | -25.7% | 5,337 | -26.7% | 0.00% | 0.0% |
| Q1 2014 | $218,000 | -78.0% | 7,282 | -78.2% | 0.00% | -81.8% |
| Q4 2013 | $991,000 | -75.5% | 33,349 | -77.3% | 0.01% | -77.6% |
| Q3 2013 | $4,052,000 | -59.8% | 146,933 | -62.3% | 0.05% | -62.3% |
| Q2 2013 | $10,070,000 | – | 389,543 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Phoenix Holdings Ltd. | 3,954,045 | $99,365,000 | 2.03% |
| HERBST GROUP, LLC | 39,533 | $1,005,000 | 0.79% |
| First Citizens Financial Corp | 34,905 | $877,000 | 0.77% |
| Antonetti Capital Management LLC | 19,956 | $501,000 | 0.53% |
| Orion Portfolio Solutions, LLC | 399,977 | $10,051,000 | 0.40% |
| Lumature Wealth Partners, LLC | 28,375 | $713,000 | 0.32% |
| Sierra Capital LLC | 50,121 | $1,260,000 | 0.23% |
| Kinloch Capital, LLC | 13,967 | $351,000 | 0.23% |
| Signature Wealth Management Partners, LLC | 8,495 | $213,000 | 0.22% |
| NBT BANK N A /NY | 48,434 | $1,217,000 | 0.19% |