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 | $1,434,789 | +23.4% | 67,361 | +28.0% | 0.00% | – |
| Q2 2023 | $1,162,814 | +44.3% | 52,616 | +51.3% | 0.00% | – |
| Q1 2023 | $805,597 | -20.6% | 34,784 | -23.1% | 0.00% | – |
| Q4 2022 | $1,014,868 | -35.8% | 45,246 | -40.2% | 0.00% | – |
| Q3 2022 | $1,581,000 | -33.0% | 75,718 | -19.3% | 0.00% | – |
| Q2 2022 | $2,358,000 | -21.4% | 93,816 | -6.5% | 0.00% | – |
| Q1 2022 | $3,000,000 | -51.3% | 100,368 | -46.4% | 0.00% | – |
| Q4 2021 | $6,162,000 | +129.2% | 187,282 | +126.1% | 0.00% | – |
| Q3 2021 | $2,688,000 | -15.3% | 82,823 | -13.3% | 0.00% | – |
| Q2 2021 | $3,175,000 | -14.9% | 95,580 | -17.2% | 0.00% | – |
| Q1 2021 | $3,732,000 | -38.3% | 115,454 | -42.3% | 0.00% | – |
| Q4 2020 | $6,046,000 | +72.6% | 200,120 | +55.4% | 0.00% | – |
| Q3 2020 | $3,503,000 | +113.6% | 128,758 | +116.4% | 0.00% | – |
| Q2 2020 | $1,640,000 | -18.7% | 59,500 | -26.7% | 0.00% | – |
| Q1 2020 | $2,017,000 | -23.4% | 81,132 | -7.9% | 0.00% | – |
| Q4 2019 | $2,632,000 | -8.1% | 88,095 | -10.2% | 0.00% | – |
| Q3 2019 | $2,863,000 | -74.3% | 98,049 | -74.1% | 0.00% | -100.0% |
| Q2 2019 | $11,157,000 | +688.5% | 378,904 | +696.4% | 0.00% | – |
| Q1 2019 | $1,415,000 | -4.8% | 47,577 | -15.7% | 0.00% | – |
| Q4 2018 | $1,487,000 | -42.3% | 56,458 | -34.9% | 0.00% | – |
| Q3 2018 | $2,577,000 | +47.8% | 86,668 | +37.1% | 0.00% | – |
| Q2 2018 | $1,743,000 | -39.5% | 63,224 | -40.7% | 0.00% | -100.0% |
| Q1 2018 | $2,881,000 | +0.9% | 106,639 | +9.8% | 0.00% | 0.0% |
| Q4 2017 | $2,856,000 | +39.9% | 97,100 | +44.7% | 0.00% | – |
| Q3 2017 | $2,041,000 | -6.7% | 67,100 | -1.1% | 0.00% | – |
| Q2 2017 | $2,188,000 | -47.1% | 67,828 | -47.0% | 0.00% | -100.0% |
| Q1 2017 | $4,136,000 | +46.9% | 127,908 | +56.7% | 0.00% | +200.0% |
| Q4 2016 | $2,816,000 | +3.4% | 81,620 | -3.4% | 0.00% | -50.0% |
| Q3 2016 | $2,723,000 | -6.3% | 84,489 | -3.2% | 0.00% | +100.0% |
| Q2 2016 | $2,907,000 | +61.3% | 87,298 | +48.9% | 0.00% | 0.0% |
| Q1 2016 | $1,802,000 | +149.6% | 58,624 | +133.8% | 0.00% | – |
| Q4 2015 | $722,000 | -24.0% | 25,075 | -28.7% | 0.00% | – |
| Q3 2015 | $950,000 | +269.6% | 35,173 | +301.2% | 0.00% | – |
| Q2 2015 | $257,000 | -74.2% | 8,767 | -73.4% | 0.00% | – |
| Q1 2015 | $996,000 | +123.8% | 32,955 | +116.8% | 0.00% | – |
| Q4 2014 | $445,000 | -39.0% | 15,200 | -37.5% | 0.00% | – |
| Q3 2014 | $729,000 | -25.6% | 24,330 | -25.5% | 0.00% | – |
| Q1 2014 | $980,000 | -3.8% | 32,674 | -4.8% | 0.00% | – |
| Q4 2013 | $1,019,000 | -57.6% | 34,305 | -60.6% | 0.00% | -100.0% |
| Q3 2013 | $2,403,000 | -30.2% | 87,136 | -34.5% | 0.00% | 0.0% |
| Q2 2013 | $3,441,000 | – | 133,100 | – | 0.00% | – |
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% |