ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 103 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,213 | -6.0% | 299 | 0.0% | 0.00% | – |
| Q2 2023 | $6,608 | +1.1% | 299 | 0.0% | 0.00% | – |
| Q1 2023 | $6,536 | -2.5% | 299 | 0.0% | 0.00% | – |
| Q4 2022 | $6,707 | -4.2% | 299 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $7,000 | -12.5% | 299 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | 0.0% | 299 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -27.3% | 299 | -11.3% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 337 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 337 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -67.6% | 337 | -70.4% | 0.00% | -75.0% |
| Q4 2020 | $34,000 | +277.8% | 1,137 | +237.4% | 0.00% | +300.0% |
| Q3 2020 | $9,000 | 0.0% | 337 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 337 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $8,000 | -20.0% | 337 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | 0.0% | 337 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 337 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +900.0% | 337 | +786.8% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -90.0% | 38 | -88.9% | 0.00% | -100.0% |
| Q3 2018 | $10,000 | +11.1% | 343 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 343 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | -10.0% | 343 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $10,000 | 0.0% | 343 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $10,000 | -9.1% | 343 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $11,000 | 0.0% | 343 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $11,000 | -8.3% | 343 | 0.0% | 0.01% | -25.0% |
| Q4 2016 | $12,000 | – | 343 | – | 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% |