Axiom Investment Management LLC - ISHARES TR ownership

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
Axiom Investment Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$45,411
+8.1%
2,0250.0%0.12%
+40.5%
Q3 2022$42,000
-17.6%
2,0250.0%0.08%
-42.9%
Q2 2022$51,000
-16.4%
2,0250.0%0.15%
+10.5%
Q1 2022$61,000
-9.0%
2,0250.0%0.13%
+104.6%
Q4 2021$67,000
+1.5%
2,0250.0%0.06%
-1.5%
Q3 2021$66,000
-1.5%
2,0250.0%0.07%
+26.9%
Q2 2021$67,000
+3.1%
2,0250.0%0.05%
-1.9%
Q1 2021$65,000
+6.6%
2,025
+6650.0%
0.05%
-3.6%
Q4 2020$61,000
+6000.0%
30
-40.0%
0.06%
+5400.0%
Q4 2019$1,0000.0%500.0%0.00%0.0%
Q3 2019$1,000
-50.0%
50
-50.0%
0.00%
Q2 2019$2,0000.0%1000.0%0.00%
Q1 2019$2,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders