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 | $230,096 | -25.1% | 10,749 | -22.6% | 0.01% | -14.3% |
| Q2 2023 | $307,080 | +39.0% | 13,895 | +31.8% | 0.01% | 0.0% |
| Q3 2022 | $221,000 | -9.8% | 10,543 | +39.2% | 0.01% | -85.4% |
| Q3 2016 | $245,000 | -3.2% | 7,576 | -0.3% | 0.05% | -5.9% |
| Q2 2016 | $253,000 | +10.5% | 7,598 | +2.0% | 0.05% | -3.8% |
| Q1 2016 | $229,000 | +7.0% | 7,450 | +0.7% | 0.05% | +23.3% |
| Q4 2015 | $214,000 | +0.5% | 7,400 | -6.0% | 0.04% | -15.7% |
| Q3 2015 | $213,000 | -0.5% | 7,874 | +7.9% | 0.05% | -3.8% |
| Q2 2015 | $214,000 | -7.4% | 7,300 | -4.5% | 0.05% | -5.4% |
| Q1 2015 | $231,000 | +37.5% | 7,644 | +32.9% | 0.06% | +1300.0% |
| Q4 2014 | $168,000 | -51.3% | 5,750 | +52172.7% | 0.00% | – |
| Q2 2014 | $345,000 | +296.6% | 11 | -99.7% | 0.00% | -100.0% |
| Q3 2013 | $87,000 | – | 3,172 | – | 0.03% | – |
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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% |