ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,140 | -55.3% | 2,401 | -48.2% | 0.00% | -33.3% |
| Q2 2023 | $114,363 | +27.0% | 4,632 | +40.4% | 0.00% | -25.0% |
| Q1 2023 | $90,023 | +111039.5% | 3,300 | +16.5% | 0.00% | +100.0% |
| Q4 2022 | $81 | -99.9% | 2,832 | -23.8% | 0.00% | -33.3% |
| Q3 2022 | $120,000 | +11.1% | 3,715 | +3.4% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | -37.2% | 3,593 | -39.0% | 0.00% | +50.0% |
| Q1 2022 | $172,000 | +132.4% | 5,889 | +159.0% | 0.00% | +100.0% |
| Q4 2021 | $74,000 | -1.3% | 2,274 | -1.9% | 0.00% | -50.0% |
| Q3 2021 | $75,000 | -10.7% | 2,319 | -9.0% | 0.00% | 0.0% |
| Q2 2021 | $84,000 | +2.4% | 2,547 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $82,000 | -73.2% | 2,535 | -74.7% | 0.00% | -83.3% |
| Q4 2020 | $306,000 | +363.6% | 10,034 | +316.9% | 0.01% | +200.0% |
| Q3 2020 | $66,000 | +4.8% | 2,407 | +1.8% | 0.00% | -20.0% |
| Q2 2020 | $63,000 | +293.8% | 2,364 | +240.6% | 0.01% | +150.0% |
| Q1 2020 | $16,000 | – | 694 | +4857.1% | 0.00% | – |
| Q4 2019 | $0 | – | 14 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 14 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 14 | -99.9% | 0.00% | -100.0% |
| Q4 2018 | $246,000 | -12.5% | 9,437 | -0.0% | 0.02% | +36.4% |
| Q3 2018 | $281,000 | +659.5% | 9,438 | +599.1% | 0.01% | +450.0% |
| Q2 2018 | $37,000 | -53.8% | 1,350 | -50.5% | 0.00% | -50.0% |
| Q1 2018 | $80,000 | 0.0% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $80,000 | -33.9% | 2,725 | -31.8% | 0.00% | -20.0% |
| Q3 2017 | $121,000 | -13.6% | 3,994 | -8.0% | 0.01% | -16.7% |
| Q2 2017 | $140,000 | -73.0% | 4,342 | -72.9% | 0.01% | -73.9% |
| Q1 2017 | $519,000 | +148.3% | 16,047 | +165.4% | 0.02% | +130.0% |
| Q4 2016 | $209,000 | -75.2% | 6,047 | -76.9% | 0.01% | -77.3% |
| Q3 2016 | $844,000 | +174.9% | 26,193 | +184.3% | 0.04% | +158.8% |
| Q2 2016 | $307,000 | – | 9,212 | +65700.0% | 0.02% | – |
| Q1 2016 | $0 | -100.0% | 14 | -99.7% | 0.00% | -100.0% |
| Q4 2015 | $128,000 | – | 4,444 | – | 0.01% | – |
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% |