ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,763,561 | +47.0% | 176,693 | +52.5% | 0.00% | 0.0% |
| Q2 2023 | $2,560,616 | +6.5% | 115,865 | +11.6% | 0.00% | 0.0% |
| Q1 2023 | $2,404,865 | -27.0% | 103,837 | -29.3% | 0.00% | 0.0% |
| Q4 2022 | $3,294,855 | +14.6% | 146,895 | +6.7% | 0.00% | 0.0% |
| Q3 2022 | $2,876,000 | -4.3% | 137,717 | +15.2% | 0.00% | 0.0% |
| Q2 2022 | $3,005,000 | -21.4% | 119,556 | -6.5% | 0.00% | 0.0% |
| Q1 2022 | $3,822,000 | -81.0% | 127,877 | -79.0% | 0.00% | -83.3% |
| Q4 2021 | $20,074,000 | +343.4% | 609,955 | +337.2% | 0.01% | +500.0% |
| Q3 2021 | $4,527,000 | -5.6% | 139,523 | -3.4% | 0.00% | -50.0% |
| Q2 2021 | $4,797,000 | +34.2% | 144,395 | +30.6% | 0.00% | +100.0% |
| Q1 2021 | $3,575,000 | -4.1% | 110,563 | -10.3% | 0.00% | 0.0% |
| Q4 2020 | $3,726,000 | +11.5% | 123,293 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $3,342,000 | -1.2% | 122,888 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $3,384,000 | -24.3% | 122,780 | -31.8% | 0.00% | -50.0% |
| Q1 2020 | $4,473,000 | -55.5% | 179,990 | -46.6% | 0.00% | -50.0% |
| Q4 2019 | $10,062,000 | -0.7% | 336,754 | -2.9% | 0.00% | 0.0% |
| Q3 2019 | $10,132,000 | +25.4% | 346,980 | +26.5% | 0.00% | +33.3% |
| Q2 2019 | $8,078,000 | -7.2% | 274,285 | -6.3% | 0.00% | -25.0% |
| Q1 2019 | $8,707,000 | -15.9% | 292,775 | -25.5% | 0.00% | -20.0% |
| Q4 2018 | $10,358,000 | +17.0% | 393,084 | +32.0% | 0.01% | +25.0% |
| Q3 2018 | $8,853,000 | +25.5% | 297,699 | +16.3% | 0.00% | +33.3% |
| Q2 2018 | $7,056,000 | +0.5% | 255,918 | -1.5% | 0.00% | 0.0% |
| Q1 2018 | $7,020,000 | -19.3% | 259,795 | -12.2% | 0.00% | -25.0% |
| Q4 2017 | $8,704,000 | -2.6% | 295,949 | +0.7% | 0.00% | 0.0% |
| Q3 2017 | $8,935,000 | +6.0% | 293,819 | +12.4% | 0.00% | 0.0% |
| Q2 2017 | $8,433,000 | +0.9% | 261,400 | +1.2% | 0.00% | -20.0% |
| Q1 2017 | $8,355,000 | -2.6% | 258,341 | +3.9% | 0.01% | 0.0% |
| Q4 2016 | $8,578,000 | +1.1% | 248,641 | -5.6% | 0.01% | 0.0% |
| Q3 2016 | $8,485,000 | -4.0% | 263,332 | -0.8% | 0.01% | -16.7% |
| Q2 2016 | $8,836,000 | -34.4% | 265,358 | -39.5% | 0.01% | -33.3% |
| Q1 2016 | $13,471,000 | +7.3% | 438,353 | +0.6% | 0.01% | +12.5% |
| Q4 2015 | $12,550,000 | +78.1% | 435,917 | +67.1% | 0.01% | +60.0% |
| Q3 2015 | $7,045,000 | -21.5% | 260,944 | -14.9% | 0.01% | -16.7% |
| Q2 2015 | $8,979,000 | -76.2% | 306,675 | -75.4% | 0.01% | -76.9% |
| Q1 2015 | $37,649,000 | +355.1% | 1,245,821 | +341.0% | 0.03% | +333.3% |
| Q4 2014 | $8,272,000 | – | 282,508 | – | 0.01% | – |
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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% |