ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 112 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,195 | -3.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,315 | -4.6% | 150 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $3,474 | +115700.0% | 150 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $3 | -99.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -25.0% | 150 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $4,000 | -60.0% | 150 | -57.1% | 0.00% | -50.0% |
| Q1 2022 | $10,000 | -16.7% | 350 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,000 | -57.7% | 350 | -54.8% | 0.01% | -58.3% |
| Q2 2021 | $26,000 | -10.3% | 775 | -12.4% | 0.01% | -14.3% |
| Q1 2021 | $29,000 | +7.4% | 885 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $27,000 | 0.0% | 885 | -10.2% | 0.01% | -6.7% |
| Q3 2020 | $27,000 | -10.0% | 985 | -9.2% | 0.02% | -21.1% |
| Q2 2020 | $30,000 | +11.1% | 1,085 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $27,000 | -28.9% | 1,085 | -15.6% | 0.02% | -16.0% |
| Q4 2019 | $38,000 | 0.0% | 1,285 | 0.0% | 0.02% | -7.4% |
| Q3 2019 | $38,000 | -20.8% | 1,285 | -21.6% | 0.03% | -27.0% |
| Q2 2019 | $48,000 | -11.1% | 1,640 | -9.6% | 0.04% | -15.9% |
| Q1 2019 | $54,000 | +8.0% | 1,815 | -5.2% | 0.04% | -2.2% |
| Q4 2018 | $50,000 | -23.1% | 1,915 | -12.6% | 0.04% | -11.8% |
| Q3 2018 | $65,000 | +51.2% | 2,190 | +39.9% | 0.05% | +41.7% |
| Q2 2018 | $43,000 | +290.9% | 1,565 | +301.3% | 0.04% | +300.0% |
| Q1 2018 | $11,000 | -21.4% | 390 | -16.1% | 0.01% | -25.0% |
| Q4 2017 | $14,000 | – | 465 | – | 0.01% | – |
Download | ||||||
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% |