ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,050,021 | -7.0% | 49,297 | -3.6% | 0.00% | -50.0% |
| Q2 2023 | $1,129,625 | -9.9% | 51,114 | -5.6% | 0.01% | +100.0% |
| Q1 2023 | $1,253,767 | -66.2% | 54,135 | -67.3% | 0.00% | -62.5% |
| Q4 2022 | $3,708,262 | +655.2% | 165,326 | +602.8% | 0.01% | +700.0% |
| Q3 2022 | $491,000 | -32.3% | 23,524 | -18.5% | 0.00% | -50.0% |
| Q2 2022 | $725,000 | -53.8% | 28,856 | -45.0% | 0.00% | -33.3% |
| Q1 2022 | $1,569,000 | +0.4% | 52,497 | +10.6% | 0.00% | 0.0% |
| Q4 2021 | $1,562,000 | +431.3% | 47,475 | +423.4% | 0.00% | +200.0% |
| Q3 2021 | $294,000 | +5.0% | 9,070 | +7.6% | 0.00% | 0.0% |
| Q2 2021 | $280,000 | +4.5% | 8,428 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $268,000 | -85.0% | 8,299 | -85.9% | 0.00% | -83.3% |
| Q4 2020 | $1,783,000 | +655.5% | 59,013 | +637.7% | 0.01% | +500.0% |
| Q2 2019 | $236,000 | -2.5% | 8,000 | -1.9% | 0.00% | 0.0% |
| Q1 2019 | $242,000 | – | 8,154 | – | 0.00% | – |
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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% |