ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 119 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.
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% | -50.0% |
| 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% | -50.0% |
| Q1 2022 | $9,000 | -10.0% | 300 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% |
| 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% | -20.0% |
| Q1 2020 | $7,000 | -22.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -11.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 300 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $9,000 | – | 300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |