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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,763 | -3.3% | 10,920 | -0.2% | 0.36% | +4.9% |
| Q2 2023 | $241,840 | -4.6% | 10,943 | 0.0% | 0.35% | -5.4% |
| Q1 2023 | $253,440 | +3.3% | 10,943 | 0.0% | 0.37% | +9.5% |
| Q4 2022 | $245,451 | -40.9% | 10,943 | -45.0% | 0.34% | -29.7% |
| Q3 2022 | $415,000 | -17.2% | 19,898 | -0.3% | 0.48% | -9.1% |
| Q2 2022 | $501,000 | -18.3% | 19,956 | -2.8% | 0.53% | -8.7% |
| Q1 2022 | $613,000 | -11.8% | 20,523 | -2.9% | 0.58% | +5.9% |
| Q4 2021 | $695,000 | +1.0% | 21,128 | -0.3% | 0.54% | -3.0% |
| Q3 2021 | $688,000 | +22.2% | 21,189 | +12.6% | 0.56% | -43.1% |
| Q3 2014 | $563,000 | -32.9% | 18,810 | -32.0% | 0.99% | +50.1% |
| Q2 2014 | $839,000 | +714.6% | 27,648 | +707.2% | 0.66% | +630.0% |
| Q1 2014 | $103,000 | -85.5% | 3,425 | -84.0% | 0.09% | -83.6% |
| Q2 2010 | $711,000 | – | 21,411 | – | 0.55% | – |
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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% |