O'SHAUGHNESSY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$213
-3.6%
100.0%0.00%
Q2 2023$221
-4.7%
100.0%0.00%
Q1 2023$232
+3.6%
100.0%0.00%
Q4 2022$224100.0%0.00%
Q3 2022$0100.0%0.00%
Q2 2022$0100.0%0.00%
Q1 2022$0100.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Phoenix Holdings Ltd. 3,954,045$99,365,0002.03%
HERBST GROUP, LLC 39,533$1,005,0000.79%
First Citizens Financial Corp 34,905$877,0000.77%
Antonetti Capital Management LLC 19,956$501,0000.53%
Orion Portfolio Solutions, LLC 399,977$10,051,0000.40%
Lumature Wealth Partners, LLC 28,375$713,0000.32%
Sierra Capital LLC 50,121$1,260,0000.23%
Kinloch Capital, LLC 13,967$351,0000.23%
Signature Wealth Management Partners, LLC 8,495$213,0000.22%
NBT BANK N A /NY 48,434$1,217,0000.19%
View complete list of ISHARES TR shareholders