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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $241,459 | -15.3% | 10,765 | +11.1% | 0.01% | +133.3% |
| Q2 2019 | $285,000 | -12.0% | 9,686 | -21.2% | 0.00% | -25.0% |
| Q4 2018 | $324,000 | -32.9% | 12,289 | -24.3% | 0.00% | +33.3% |
| Q3 2018 | $483,000 | -91.2% | 16,226 | -91.1% | 0.00% | -99.4% |
| Q3 2017 | $5,519,000 | +1300.8% | 181,502 | +1391.5% | 0.50% | +554.5% |
| Q1 2017 | $394,000 | – | 12,169 | – | 0.08% | – |
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% |