ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 98 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,441,605 | -0.7% | 67,681 | +3.0% | 0.00% | – |
| Q2 2023 | $1,452,279 | -33.4% | 65,714 | -30.2% | 0.00% | – |
| Q1 2023 | $2,179,981 | +123.5% | 94,127 | +116.5% | 0.00% | – |
| Q4 2022 | $975,346 | -27.0% | 43,484 | -32.0% | 0.00% | – |
| Q3 2022 | $1,336,000 | -11.6% | 63,966 | +6.3% | 0.00% | – |
| Q2 2022 | $1,512,000 | +566.1% | 60,173 | +691.8% | 0.00% | – |
| Q1 2022 | $227,000 | -60.5% | 7,600 | -56.5% | 0.00% | – |
| Q4 2021 | $575,000 | -27.9% | 17,475 | -29.0% | 0.00% | – |
| Q3 2021 | $798,000 | +35.7% | 24,600 | +39.0% | 0.00% | – |
| Q2 2021 | $588,000 | -86.1% | 17,700 | -86.4% | 0.00% | -100.0% |
| Q1 2021 | $4,218,000 | -32.3% | 130,449 | -36.8% | 0.00% | 0.0% |
| Q4 2020 | $6,234,000 | +87.8% | 206,290 | +69.0% | 0.00% | 0.0% |
| Q3 2020 | $3,320,000 | -23.6% | 122,034 | -22.6% | 0.00% | 0.0% |
| Q2 2020 | $4,348,000 | +82.5% | 157,747 | +64.6% | 0.00% | 0.0% |
| Q1 2020 | $2,382,000 | -31.1% | 95,834 | -17.1% | 0.00% | 0.0% |
| Q4 2019 | $3,455,000 | +23.6% | 115,654 | +20.8% | 0.00% | 0.0% |
| Q3 2019 | $2,796,000 | -18.1% | 95,734 | -17.4% | 0.00% | 0.0% |
| Q2 2019 | $3,412,000 | -34.3% | 115,838 | -33.7% | 0.00% | -50.0% |
| Q1 2019 | $5,197,000 | +121.7% | 174,750 | +96.5% | 0.00% | 0.0% |
| Q4 2018 | $2,344,000 | -41.5% | 88,934 | -34.0% | 0.00% | 0.0% |
| Q3 2018 | $4,004,000 | +48.3% | 134,648 | +37.5% | 0.00% | +100.0% |
| Q2 2018 | $2,700,000 | -28.8% | 97,934 | -30.3% | 0.00% | 0.0% |
| Q1 2018 | $3,794,000 | +52.2% | 140,449 | +65.8% | 0.00% | -50.0% |
| Q4 2017 | $2,492,000 | +43.6% | 84,734 | +48.5% | 0.00% | +100.0% |
| Q3 2017 | $1,735,000 | -25.9% | 57,041 | -21.4% | 0.00% | -50.0% |
| Q2 2017 | $2,342,000 | +133.3% | 72,602 | +133.8% | 0.00% | +100.0% |
| Q1 2017 | $1,004,000 | -64.5% | 31,052 | -62.1% | 0.00% | -66.7% |
| Q4 2016 | $2,826,000 | +238.0% | 81,902 | +215.8% | 0.00% | +200.0% |
| Q3 2016 | $836,000 | -33.7% | 25,934 | -31.5% | 0.00% | 0.0% |
| Q2 2016 | $1,261,000 | -31.3% | 37,879 | -36.6% | 0.00% | -50.0% |
| Q1 2016 | $1,835,000 | -29.7% | 59,716 | -34.1% | 0.00% | -33.3% |
| Q4 2015 | $2,609,000 | +892.0% | 90,634 | +831.1% | 0.00% | – |
| Q3 2015 | $263,000 | +20.6% | 9,734 | +30.9% | 0.00% | – |
| Q2 2015 | $218,000 | -95.4% | 7,434 | -95.3% | 0.00% | -100.0% |
| Q1 2015 | $4,737,000 | -0.8% | 156,734 | -3.9% | 0.00% | -20.0% |
| Q4 2014 | $4,773,000 | +7.8% | 163,028 | +10.3% | 0.01% | 0.0% |
| Q3 2014 | $4,428,000 | -5.4% | 147,834 | -4.3% | 0.01% | 0.0% |
| Q2 2014 | $4,683,000 | -8.5% | 154,404 | -9.6% | 0.01% | -16.7% |
| Q1 2014 | $5,120,000 | – | 170,770 | – | 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% |