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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,612 | +12.5% | 18,526 | +16.8% | 0.11% | +19.4% |
| Q2 2023 | $350,618 | -6.2% | 15,865 | -1.7% | 0.09% | -10.6% |
| Q1 2023 | $373,904 | +15.0% | 16,144 | +11.4% | 0.10% | +9.5% |
| Q4 2022 | $325,120 | -5.8% | 14,495 | -12.2% | 0.10% | -13.6% |
| Q3 2022 | $345,000 | -20.7% | 16,514 | -4.7% | 0.11% | -14.1% |
| Q2 2022 | $435,000 | -15.5% | 17,329 | +0.6% | 0.13% | -5.2% |
| Q1 2022 | $515,000 | -16.0% | 17,220 | -7.6% | 0.14% | -15.1% |
| Q4 2021 | $613,000 | +0.5% | 18,638 | +0.3% | 0.16% | -0.6% |
| Q3 2021 | $610,000 | -33.4% | 18,587 | -32.6% | 0.16% | -35.7% |
| Q2 2021 | $916,000 | +7.4% | 27,583 | +4.5% | 0.25% | +1.2% |
| Q1 2021 | $853,000 | +2.8% | 26,387 | 0.0% | 0.25% | -0.4% |
| Q4 2020 | $830,000 | +21.2% | 26,387 | +4.8% | 0.25% | +0.8% |
| Q3 2020 | $685,000 | -7.6% | 25,181 | -6.4% | 0.24% | -11.6% |
| Q2 2020 | $741,000 | +18.9% | 26,891 | +7.2% | 0.28% | +4.5% |
| Q1 2020 | $623,000 | -2.5% | 25,088 | +17.3% | 0.26% | +22.7% |
| Q4 2019 | $639,000 | -9.4% | 21,383 | -11.4% | 0.22% | -13.6% |
| Q3 2019 | $705,000 | -7.7% | 24,127 | -7.0% | 0.25% | -7.4% |
| Q2 2019 | $764,000 | -4.4% | 25,956 | -3.4% | 0.27% | -7.2% |
| Q1 2019 | $799,000 | +12.4% | 26,872 | -0.5% | 0.29% | +2.5% |
| Q4 2018 | $711,000 | -36.3% | 27,001 | -28.1% | 0.28% | -29.9% |
| Q3 2018 | $1,117,000 | +6.8% | 37,552 | -1.0% | 0.40% | +3.3% |
| Q2 2018 | $1,046,000 | +57.8% | 37,947 | +54.7% | 0.39% | +51.9% |
| Q1 2018 | $663,000 | +109.1% | 24,527 | +127.5% | 0.26% | +104.8% |
| Q4 2017 | $317,000 | – | 10,781 | – | 0.13% | – |
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% |