ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $317,000 | -15.7% | 10,598 | -17.8% | 0.00% | -33.3% |
| Q3 2019 | $376,000 | -47.4% | 12,897 | -46.9% | 0.00% | -40.0% |
| Q2 2019 | $715,000 | -15.5% | 24,282 | -14.6% | 0.01% | -28.6% |
| Q1 2019 | $846,000 | +254.0% | 28,438 | +216.0% | 0.01% | +250.0% |
| Q4 2018 | $239,000 | +89.7% | 8,999 | +113.1% | 0.00% | +100.0% |
| Q3 2018 | $126,000 | +200.0% | 4,223 | +177.3% | 0.00% | 0.0% |
| Q2 2018 | $42,000 | -53.8% | 1,523 | -55.1% | 0.00% | 0.0% |
| Q1 2018 | $91,000 | -18.8% | 3,394 | -10.5% | 0.00% | 0.0% |
| Q4 2017 | $112,000 | -8.9% | 3,794 | -6.3% | 0.00% | -50.0% |
| Q3 2017 | $123,000 | -29.7% | 4,050 | -25.4% | 0.00% | -33.3% |
| Q2 2017 | $175,000 | -63.6% | 5,429 | -63.5% | 0.00% | -70.0% |
| Q1 2017 | $481,000 | +76.2% | 14,867 | +88.3% | 0.01% | +66.7% |
| Q4 2016 | $273,000 | -44.8% | 7,897 | -48.6% | 0.01% | -50.0% |
| Q3 2016 | $495,000 | -70.6% | 15,377 | -69.6% | 0.01% | -72.7% |
| Q2 2016 | $1,683,000 | – | 50,607 | – | 0.04% | – |
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% |