ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,735 | -3.6% | 13,227 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $292,317 | -16.7% | 13,227 | -12.7% | 0.00% | -33.3% |
| Q1 2023 | $350,990 | -4.6% | 15,155 | -7.6% | 0.00% | 0.0% |
| Q4 2022 | $367,897 | +49.6% | 16,402 | +39.2% | 0.00% | -40.0% |
| Q3 2022 | $246,000 | -14.9% | 11,786 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $289,000 | -15.7% | 11,488 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $343,000 | +4.6% | 11,460 | +15.1% | 0.01% | 0.0% |
| Q4 2021 | $328,000 | +14.3% | 9,953 | +12.7% | 0.01% | 0.0% |
| Q3 2021 | $287,000 | +22.6% | 8,833 | +25.4% | 0.01% | +25.0% |
| Q2 2021 | $234,000 | +14.1% | 7,046 | +11.3% | 0.00% | 0.0% |
| Q1 2021 | $205,000 | -1.4% | 6,330 | -8.0% | 0.00% | 0.0% |
| Q4 2020 | $208,000 | – | 6,884 | – | 0.00% | – |
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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% |