ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $66,000 | +10.0% | 2,190 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $60,000 | 0.0% | 2,190 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $60,000 | +11.1% | 2,190 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $54,000 | -16.9% | 2,190 | 0.0% | 0.02% | -6.2% |
| Q4 2019 | $65,000 | -69.8% | 2,190 | -70.8% | 0.02% | -77.1% |
| Q3 2018 | $215,000 | +3.9% | 7,511 | 0.0% | 0.07% | +2.9% |
| Q2 2018 | $207,000 | -19.8% | 7,511 | -21.4% | 0.07% | -23.6% |
| Q1 2018 | $258,000 | -30.1% | 9,561 | -23.9% | 0.09% | -31.0% |
| Q4 2017 | $369,000 | -13.6% | 12,561 | -10.5% | 0.13% | -28.3% |
| Q3 2017 | $427,000 | -3.0% | 14,041 | +2.9% | 0.18% | -17.1% |
| Q2 2017 | $440,000 | -9.3% | 13,641 | -9.0% | 0.22% | -12.5% |
| Q1 2017 | $485,000 | – | 14,991 | – | 0.25% | – |
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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% |