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 | $6,390 | -3.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,630 | -4.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,948 | +3.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,729 | +12.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 300 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $7,000 | -22.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | -25.0% | 300 | -25.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 400 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $11,000 | -21.4% | 400 | -16.1% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | +7.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | -40.9% | 477 | -34.4% | 0.00% | -40.0% |
| Q4 2017 | $22,000 | -4.3% | 727 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $23,000 | 0.0% | 727 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $23,000 | -23.3% | 727 | -21.6% | 0.01% | -33.3% |
| Q1 2017 | $30,000 | -9.1% | 927 | -9.7% | 0.01% | -18.2% |
| Q4 2016 | $33,000 | -5.7% | 1,027 | -4.6% | 0.01% | -8.3% |
| Q3 2016 | $35,000 | +2.9% | 1,077 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $34,000 | +9.7% | 1,077 | +7.7% | 0.01% | +8.3% |
| Q1 2016 | $31,000 | +19.2% | 1,000 | +11.1% | 0.01% | +9.1% |
| Q4 2015 | $26,000 | – | 900 | – | 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% |