ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21 | -100.0% | 994 | -53.4% | 0.00% | – |
| Q1 2022 | $63,000 | -32.3% | 2,131 | -25.1% | 0.00% | – |
| Q4 2021 | $93,000 | -82.2% | 2,845 | -81.8% | 0.00% | – |
| Q3 2021 | $523,000 | +0.6% | 15,671 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $520,000 | +40.9% | 15,671 | +37.1% | 0.00% | 0.0% |
| Q1 2021 | $369,000 | +86.4% | 11,432 | +74.2% | 0.00% | – |
| Q4 2020 | $198,000 | +14.5% | 6,562 | +2.6% | 0.00% | – |
| Q3 2020 | $173,000 | +293.2% | 6,394 | +328.6% | 0.00% | – |
| Q1 2019 | $44,000 | +1366.7% | 1,492 | +950.7% | 0.00% | – |
| Q4 2018 | $3,000 | -95.7% | 142 | -93.9% | 0.00% | – |
| Q3 2018 | $69,000 | +2200.0% | 2,322 | +2318.8% | 0.00% | – |
| Q2 2017 | $3,000 | -95.9% | 96 | -95.8% | 0.00% | -100.0% |
| Q1 2017 | $73,000 | -17.0% | 2,287 | -11.1% | 0.00% | -40.0% |
| Q4 2016 | $88,000 | -27.3% | 2,573 | -42.7% | 0.01% | -44.4% |
| Q3 2015 | $121,000 | – | 4,491 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |