ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $528,000 | -13.2% | 17,670 | -4.4% | 0.09% | -14.7% |
| Q4 2021 | $608,000 | +2.0% | 18,478 | +0.6% | 0.11% | -12.1% |
| Q3 2021 | $596,000 | -1.7% | 18,361 | +0.7% | 0.12% | -7.5% |
| Q2 2021 | $606,000 | +3.8% | 18,231 | +0.9% | 0.13% | -8.8% |
| Q1 2021 | $584,000 | +17.5% | 18,064 | +9.8% | 0.15% | -80.9% |
| Q4 2020 | $497,000 | -2.5% | 16,447 | -12.3% | 0.77% | +317.9% |
| Q3 2020 | $510,000 | +2.4% | 18,753 | +3.8% | 0.18% | -81.6% |
| Q2 2020 | $498,000 | -58.7% | 18,072 | -62.7% | 1.00% | +71.0% |
| Q1 2020 | $1,205,000 | -18.1% | 48,483 | -1.6% | 0.59% | +0.7% |
| Q4 2019 | $1,472,000 | -7.3% | 49,277 | -8.3% | 0.58% | -11.3% |
| Q3 2019 | $1,588,000 | -4.7% | 53,757 | -2.1% | 0.66% | -9.4% |
| Q2 2019 | $1,666,000 | +4.5% | 54,903 | +2.5% | 0.72% | -1.6% |
| Q1 2019 | $1,594,000 | – | 53,588 | – | 0.74% | – |
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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% |