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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14 | – | 1,700 | +21.4% | 0.00% | – |
| Q1 2023 | $0 | -100.0% | 1,400 | -48.1% | 0.00% | -100.0% |
| Q4 2022 | $15 | -99.6% | 2,700 | +1250.0% | 0.00% | – |
| Q3 2022 | $4,000 | – | 200 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 200 | -85.7% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 1,400 | +55.6% | 0.00% | – |
| Q2 2021 | $1,000 | -93.8% | 900 | +12.5% | 0.00% | -100.0% |
| Q1 2021 | $16,000 | -56.8% | 800 | -63.6% | 0.00% | -50.0% |
| Q4 2020 | $37,000 | +3600.0% | 2,200 | +10.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 2,000 | +150.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 800 | -20.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1,000 | -58.3% | 0.00% | -100.0% |
| Q4 2019 | $29,000 | – | 2,400 | -27.3% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 3,300 | +264.2% | 0.00% | – |
| Q2 2017 | $3,000 | +50.0% | 906 | -91.8% | 0.00% | – |
| Q1 2017 | $2,000 | – | 11,000 | +423.8% | 0.00% | – |
| Q4 2016 | $0 | -100.0% | 2,100 | -90.4% | 0.00% | -100.0% |
| Q3 2016 | $658,000 | -50.1% | 21,925 | -44.7% | 0.03% | -56.7% |
| Q2 2016 | $1,319,000 | +43866.7% | 39,636 | +2542.4% | 0.07% | – |
| Q1 2016 | $3,000 | – | 1,500 | – | 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% |