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 | $2,322 | -3.6% | 109 | 0.0% | 0.00% | – |
| Q2 2023 | $2,409 | -4.6% | 109 | 0.0% | 0.00% | – |
| Q1 2023 | $2,524 | +26.2% | 109 | +3.8% | 0.00% | – |
| Q3 2022 | $2,000 | -60.0% | 105 | -43.9% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | -37.5% | 187 | -30.5% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -42.9% | 269 | -38.3% | 0.00% | -50.0% |
| Q4 2021 | $14,000 | 0.0% | 436 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -12.5% | 436 | -11.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +433.3% | 490 | +366.7% | 0.00% | – |
| Q1 2021 | $3,000 | +50.0% | 105 | +31.2% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | – | 80 | – | 0.00% | – |
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% |