ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 121 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.78 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,841,194 | +271.1% | 86,441 | +285.0% | 0.06% | +241.2% |
| Q2 2023 | $496,211 | +463648.6% | 22,453 | +387.4% | 0.02% | +466.7% |
| Q1 2023 | $107 | -53.5% | 4,607 | -55.1% | 0.00% | -70.0% |
| Q4 2022 | $230 | -100.0% | 10,267 | -85.4% | 0.01% | -58.3% |
| Q3 2022 | $1,471,000 | +129.8% | 70,464 | +176.9% | 0.02% | +71.4% |
| Q2 2022 | $640,000 | +11.1% | 25,448 | +45.5% | 0.01% | +40.0% |
| Q4 2021 | $576,000 | +7.1% | 17,490 | +5.6% | 0.01% | -28.6% |
| Q3 2021 | $538,000 | -53.9% | 16,568 | -52.8% | 0.01% | -53.3% |
| Q2 2021 | $1,167,000 | -68.1% | 35,130 | -68.9% | 0.03% | -51.6% |
| Q1 2021 | $3,657,000 | +42.4% | 113,112 | +33.1% | 0.06% | -20.5% |
| Q4 2020 | $2,569,000 | +500.2% | 85,011 | +441.3% | 0.08% | +1460.0% |
| Q3 2020 | $428,000 | -68.4% | 15,705 | -68.0% | 0.01% | -91.1% |
| Q2 2020 | $1,354,000 | +5.5% | 49,124 | +14.4% | 0.06% | -47.7% |
| Q4 2019 | $1,283,000 | +386.0% | 42,933 | +374.4% | 0.11% | +494.4% |
| Q3 2019 | $264,000 | -87.9% | 9,050 | -87.8% | 0.02% | -87.8% |
| Q2 2019 | $2,177,000 | -39.2% | 73,936 | -38.6% | 0.15% | -32.3% |
| Q1 2019 | $3,579,000 | +71.9% | 120,333 | +52.3% | 0.22% | +44.7% |
| Q4 2018 | $2,082,000 | -38.8% | 79,019 | -30.9% | 0.15% | -40.0% |
| Q3 2018 | $3,403,000 | +321.7% | 114,426 | +291.2% | 0.25% | +455.6% |
| Q2 2018 | $807,000 | -71.7% | 29,253 | -72.3% | 0.04% | -81.6% |
| Q1 2018 | $2,850,000 | +161.5% | 105,463 | +184.6% | 0.24% | +73.0% |
| Q4 2017 | $1,090,000 | -16.0% | 37,052 | -13.2% | 0.14% | +31.8% |
| Q3 2017 | $1,298,000 | +1038.6% | 42,680 | +1103.6% | 0.11% | +723.1% |
| Q2 2017 | $114,000 | -93.9% | 3,546 | -93.9% | 0.01% | -93.0% |
| Q1 2017 | $1,874,000 | +286.4% | 57,960 | +312.5% | 0.19% | +252.8% |
| Q4 2016 | $485,000 | -78.9% | 14,051 | -80.3% | 0.05% | -76.8% |
| Q3 2016 | $2,298,000 | +1010.1% | 71,335 | +1045.6% | 0.23% | +1040.0% |
| Q2 2016 | $207,000 | -76.8% | 6,227 | -78.6% | 0.02% | -85.0% |
| Q1 2016 | $893,000 | -7.1% | 29,065 | -12.9% | 0.13% | -14.7% |
| Q4 2015 | $961,000 | +65.4% | 33,365 | +55.0% | 0.16% | +178.6% |
| Q3 2015 | $581,000 | +58000.0% | 21,523 | +49953.5% | 0.06% | – |
| Q2 2015 | $1,000 | -99.8% | 43 | -99.7% | 0.00% | -100.0% |
| Q1 2015 | $512,000 | +69.0% | 16,926 | +63.7% | 0.06% | +117.2% |
| Q4 2014 | $303,000 | +1415.0% | 10,342 | +1436.7% | 0.03% | +866.7% |
| Q2 2014 | $20,000 | -69.2% | 673 | -69.0% | 0.00% | -72.7% |
| Q4 2013 | $65,000 | -95.9% | 2,173 | -96.2% | 0.01% | -93.5% |
| Q3 2013 | $1,572,000 | +32.3% | 56,984 | +24.0% | 0.17% | +74.2% |
| Q2 2013 | $1,188,000 | – | 45,970 | – | 0.10% | – |
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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% |