ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,560,531 | -3.6% | 73,264 | +0.1% | 0.04% | -2.3% |
| Q2 2023 | $1,618,144 | +2.1% | 73,219 | +7.0% | 0.04% | -2.3% |
| Q1 2023 | $1,585,295 | +290.9% | 68,450 | +278.6% | 0.04% | +266.7% |
| Q4 2022 | $405,579 | +268.7% | 18,082 | +447.9% | 0.01% | +300.0% |
| Q2 2021 | $110,000 | -83.4% | 3,300 | -83.9% | 0.00% | -88.0% |
| Q1 2021 | $663,000 | +935.9% | 20,498 | +870.5% | 0.02% | +733.3% |
| Q4 2020 | $64,000 | +120.7% | 2,112 | +95.0% | 0.00% | +200.0% |
| Q3 2020 | $29,000 | -29.3% | 1,083 | -34.4% | 0.00% | -66.7% |
| Q1 2020 | $41,000 | -64.0% | 1,652 | -56.7% | 0.00% | -50.0% |
| Q4 2019 | $114,000 | +1325.0% | 3,811 | +1365.8% | 0.01% | – |
| Q3 2019 | $8,000 | 0.0% | 260 | 0.0% | 0.00% | – |
| Q2 2019 | $8,000 | -99.8% | 260 | -99.8% | 0.00% | -100.0% |
| Q1 2019 | $3,870,000 | +386900.0% | 130,111 | +260122.0% | 0.27% | – |
| Q4 2018 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -66.7% | 50 | -59.0% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 122 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -20.0% | 122 | -30.3% | 0.00% | -100.0% |
| Q3 2017 | $5,000 | -16.7% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | -94.8% | 175 | -95.1% | 0.00% | -94.1% |
| Q1 2017 | $116,000 | +1188.9% | 3,600 | +1228.4% | 0.02% | +750.0% |
| Q2 2016 | $9,000 | -70.0% | 271 | -73.1% | 0.00% | -77.8% |
| Q4 2014 | $30,000 | +7.1% | 1,008 | +7.5% | 0.01% | -35.7% |
| Q4 2013 | $28,000 | – | 938 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Phoenix Holdings Ltd. | 3,954,045 | $99,365,000 | 2.03% |
| HERBST GROUP, LLC | 39,533 | $1,005,000 | 0.79% |
| First Citizens Financial Corp | 34,905 | $877,000 | 0.77% |
| Antonetti Capital Management LLC | 19,956 | $501,000 | 0.53% |
| Orion Portfolio Solutions, LLC | 399,977 | $10,051,000 | 0.40% |
| Lumature Wealth Partners, LLC | 28,375 | $713,000 | 0.32% |
| Sierra Capital LLC | 50,121 | $1,260,000 | 0.23% |
| Kinloch Capital, LLC | 13,967 | $351,000 | 0.23% |
| Signature Wealth Management Partners, LLC | 8,495 | $213,000 | 0.22% |
| NBT BANK N A /NY | 48,434 | $1,217,000 | 0.19% |