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 | $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% | – |
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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% |