Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 159 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$218
-6.8%
10,221
-3.3%
0.00%0.0%
Q2 2023$234
-9.3%
10,568
-5.0%
0.00%0.0%
Q1 2023$258
-2.6%
11,122
-5.8%
0.00%0.0%
Q4 2022$265
-99.9%
11,813
+23.2%
0.00%0.0%
Q2 2022$241,000
-56.5%
9,589
-48.3%
0.00%
-66.7%
Q1 2022$554,000
-11.8%
18,549
-2.8%
0.00%0.0%
Q4 2021$628,000
-3.7%
19,084
-5.0%
0.00%0.0%
Q3 2021$652,000
-74.0%
20,085
-73.4%
0.00%
-75.0%
Q2 2021$2,505,000
+290.2%
75,404
+279.5%
0.01%
+300.0%
Q1 2021$642,000
+89.9%
19,867
+77.5%
0.00%
+50.0%
Q4 2020$338,000
-34.1%
11,192
-40.6%
0.00%
-33.3%
Q3 2020$513,000
+3.6%
18,844
+5.0%
0.00%
-25.0%
Q2 2020$495,000
+91.9%
17,943
+107.6%
0.00%
+100.0%
Q4 2019$258,000
-16.8%
8,645
-18.7%
0.00%
-33.3%
Q3 2019$310,000
-11.9%
10,628
-11.2%
0.00%0.0%
Q2 2019$352,000
-50.8%
11,965
-50.2%
0.00%
-57.1%
Q1 2019$715,000
+116.0%
24,030
+91.4%
0.01%
+75.0%
Q4 2018$331,000
+14.9%
12,554
+29.8%
0.00%
+33.3%
Q3 2018$288,000
-3.0%
9,673
-10.1%
0.00%0.0%
Q2 2018$297,000
-10.8%
10,761
-12.8%
0.00%
-25.0%
Q1 2018$333,000
-7.2%
12,339
+1.2%
0.00%0.0%
Q4 2017$359,000
+11.1%
12,191
+14.6%
0.00%0.0%
Q3 2017$323,000
-8.5%
10,637
-2.8%
0.00%
-20.0%
Q2 2017$353,000
-71.1%
10,942
-71.0%
0.01%
-76.2%
Q1 2017$1,221,000
+20.5%
37,756
+28.6%
0.02%
+10.5%
Q4 2016$1,013,000
+253.0%
29,363
+230.2%
0.02%
+280.0%
Q3 2016$287,000
-67.7%
8,893
-66.7%
0.01%
-73.7%
Q2 2016$889,000
+243.2%
26,686
+216.7%
0.02%
+216.7%
Q1 2016$259,000
+3.2%
8,427
-3.3%
0.01%0.0%
Q4 2015$251,000
+5.5%
8,719
-0.9%
0.01%
-14.3%
Q3 2015$238,000
+5.3%
8,802
+13.8%
0.01%
+16.7%
Q2 2015$226,000
-22.6%
7,734
-22.3%
0.01%
-33.3%
Q4 2014$292,000
+4.3%
9,958
+6.4%
0.01%
+12.5%
Q3 2014$280,000
+11.6%
9,360
+13.2%
0.01%
-11.1%
Q2 2014$251,0000.0%8,271
-1.1%
0.01%0.0%
Q1 2014$251,000
-35.1%
8,366
-35.7%
0.01%
-43.8%
Q4 2013$387,000
+8.7%
13,010
+0.7%
0.02%0.0%
Q3 2013$356,000
-4.3%
12,925
-10.1%
0.02%
-15.8%
Q2 2013$372,00014,3750.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders