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 | $2,013,238 | -13.7% | 94,518 | -10.5% | 0.01% | -11.1% |
| Q2 2023 | $2,333,721 | +19.1% | 105,598 | +24.8% | 0.01% | 0.0% |
| Q1 2023 | $1,959,867 | -7.3% | 84,623 | -10.2% | 0.01% | -18.2% |
| Q4 2022 | $2,114,184 | +37.4% | 94,257 | +27.9% | 0.01% | +22.2% |
| Q3 2022 | $1,539,000 | +1848.1% | 73,716 | +2234.3% | 0.01% | +800.0% |
| Q2 2022 | $79,000 | +229.2% | 3,158 | +287.5% | 0.00% | – |
| Q1 2022 | $24,000 | -11.1% | 815 | 0.0% | 0.00% | – |
| Q4 2021 | $27,000 | +3.8% | 815 | 0.0% | 0.00% | – |
| Q3 2021 | $26,000 | -3.7% | 815 | 0.0% | 0.00% | – |
| Q2 2021 | $27,000 | +3.8% | 815 | 0.0% | 0.00% | – |
| Q1 2021 | $26,000 | +4.0% | 815 | 0.0% | 0.00% | – |
| Q4 2020 | $25,000 | +13.6% | 815 | 0.0% | 0.00% | – |
| Q3 2020 | $22,000 | 0.0% | 815 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | -8.3% | 815 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $24,000 | 0.0% | 815 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | 0.0% | 815 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +14.3% | 815 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | -12.5% | 815 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 815 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | -90.6% | 815 | -91.2% | 0.00% | -93.3% |
| Q1 2018 | $244,000 | +4780.0% | 9,211 | +5550.9% | 0.02% | – |
| Q3 2017 | $5,000 | – | 163 | – | 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% |