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 | $204,168 | -42.7% | 9,585 | -40.6% | 0.00% | -100.0% |
| Q2 2023 | $356,485 | -63.7% | 16,147 | -62.0% | 0.00% | -50.0% |
| Q1 2023 | $982,525 | -9.6% | 42,459 | -12.5% | 0.00% | 0.0% |
| Q4 2022 | $1,087,253 | +144.3% | 48,520 | +127.5% | 0.00% | +100.0% |
| Q3 2022 | $445,000 | -20.7% | 21,330 | -3.8% | 0.00% | 0.0% |
| Q2 2022 | $561,000 | +80.4% | 22,165 | +146.1% | 0.00% | 0.0% |
| Q1 2022 | $311,000 | +9.5% | 9,005 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $284,000 | +3.6% | 8,641 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $274,000 | -3.9% | 8,450 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $285,000 | -5.9% | 8,583 | -8.3% | 0.00% | 0.0% |
| Q1 2021 | $303,000 | 0.0% | 9,360 | -6.7% | 0.00% | 0.0% |
| Q4 2020 | $303,000 | -5.3% | 10,032 | -14.9% | 0.00% | 0.0% |
| Q3 2020 | $320,000 | -9.9% | 11,789 | -8.2% | 0.00% | 0.0% |
| Q2 2020 | $355,000 | +31.5% | 12,839 | +17.6% | 0.00% | 0.0% |
| Q1 2020 | $270,000 | – | 10,915 | – | 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% |