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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,702,000 | -20.2% | 62,576 | -12.3% | 0.36% | +20.9% |
| Q4 2019 | $2,132,000 | -84.5% | 71,364 | -84.9% | 0.30% | -82.6% |
| Q3 2019 | $13,774,000 | +79.5% | 471,706 | +81.1% | 1.70% | +199.6% |
| Q2 2019 | $7,672,000 | +118.9% | 260,511 | +121.1% | 0.57% | +62.0% |
| Q1 2019 | $3,505,000 | +571.5% | 117,847 | +572.0% | 0.35% | +464.5% |
| Q3 2018 | $522,000 | -90.8% | 17,536 | -91.4% | 0.06% | -92.7% |
| Q2 2018 | $5,647,000 | – | 204,806 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |