ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7 | -53.3% | 314 | -54.8% | 0.00% | -100.0% |
| Q2 2023 | $15 | -68.8% | 695 | -66.4% | 0.00% | -50.0% |
| Q1 2023 | $48 | +4.3% | 2,066 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $46 | -99.9% | 2,066 | -24.1% | 0.00% | -33.3% |
| Q3 2022 | $57,000 | +612.5% | 2,722 | +766.9% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 314 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -91.2% | 314 | -89.9% | 0.00% | -100.0% |
| Q4 2021 | $102,000 | +920.0% | 3,114 | +891.7% | 0.01% | +400.0% |
| Q3 2021 | $10,000 | -56.5% | 314 | -54.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 683 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +10.0% | 680 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +11.1% | 678 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | -5.3% | 675 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 673 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -29.2% | 671 | -15.2% | 0.00% | -50.0% |
| Q4 2019 | $24,000 | +4.3% | 791 | +0.3% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | -8.0% | 789 | -8.5% | 0.00% | 0.0% |
| Q2 2019 | $25,000 | +25.0% | 862 | +30.4% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | -13.0% | 661 | -23.8% | 0.00% | 0.0% |
| Q4 2018 | $23,000 | +9.5% | 867 | +25.8% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | +10.5% | 689 | +0.3% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | -17.4% | 687 | -17.9% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | -8.0% | 837 | +0.4% | 0.00% | -33.3% |
| Q4 2017 | $25,000 | 0.0% | 834 | +0.8% | 0.00% | 0.0% |
| Q3 2017 | $25,000 | -7.4% | 827 | +0.2% | 0.00% | -25.0% |
| Q2 2017 | $27,000 | +22.7% | 825 | +22.8% | 0.00% | +33.3% |
| Q1 2017 | $22,000 | -4.3% | 672 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $23,000 | +9.5% | 672 | +0.7% | 0.00% | 0.0% |
| Q3 2016 | $21,000 | -4.5% | 667 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $22,000 | +10.0% | 667 | +0.6% | 0.00% | 0.0% |
| Q1 2016 | $20,000 | +5.3% | 663 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $19,000 | +5.6% | 663 | +0.3% | 0.00% | 0.0% |
| Q3 2015 | $18,000 | -25.0% | 661 | -18.0% | 0.00% | -20.0% |
| Q2 2015 | $24,000 | 0.0% | 806 | +0.2% | 0.01% | 0.0% |
| Q1 2015 | $24,000 | 0.0% | 804 | 0.0% | 0.01% | -16.7% |
| Q4 2014 | $24,000 | 0.0% | 804 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $24,000 | +20.0% | 804 | +22.6% | 0.01% | +20.0% |
| Q2 2014 | $20,000 | +100.0% | 656 | +91.3% | 0.01% | +66.7% |
| Q1 2014 | $10,000 | -9.1% | 343 | -6.0% | 0.00% | -25.0% |
| Q4 2013 | $11,000 | -15.4% | 365 | -21.7% | 0.00% | -20.0% |
| Q3 2013 | $13,000 | +8.3% | 466 | -3.5% | 0.01% | 0.0% |
| Q2 2013 | $12,000 | – | 483 | – | 0.01% | – |
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% |