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 | $55,657 | +41.6% | 2,613 | +46.9% | 0.00% | 0.0% |
| Q2 2023 | $39,316 | -97.6% | 1,779 | -97.5% | 0.00% | -96.2% |
| Q1 2023 | $1,634,355 | +39.8% | 70,568 | +35.4% | 0.03% | +30.0% |
| Q4 2022 | $1,168,760 | -19.0% | 52,107 | -24.6% | 0.02% | -25.9% |
| Q3 2022 | $1,443,000 | +137.7% | 69,133 | +186.3% | 0.03% | +145.5% |
| Q2 2022 | $607,000 | -70.0% | 24,149 | -64.3% | 0.01% | -64.5% |
| Q1 2022 | $2,024,000 | +22388.9% | 67,727 | +25361.3% | 0.03% | – |
| Q4 2021 | $9,000 | +800.0% | 266 | +504.5% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 44 | +2.3% | 0.00% | – |
| Q2 2021 | $1,000 | -100.0% | 43 | -50.0% | 0.00% | – |
| Q1 2021 | $2,782,000 | +278100.0% | 86 | +100.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 43 | +2.4% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 42 | +2.4% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -93.8% | 41 | -92.1% | 0.00% | -100.0% |
| Q3 2018 | $16,000 | +14.3% | 521 | -0.2% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +1300.0% | 522 | +1086.4% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | -50.0% | 44 | -44.3% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | -97.7% | 79 | -97.1% | 0.00% | -100.0% |
| Q1 2017 | $88,000 | – | 2,752 | – | 0.01% | – |
Download | ||||||
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% |