ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 159 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,273,891 | +6.6% | 55,003 | +3.3% | 0.02% | +66.7% |
| Q4 2022 | $1,194,777 | -0.3% | 53,267 | -7.1% | 0.02% | 0.0% |
| Q3 2022 | $1,198,000 | -16.9% | 57,367 | 0.0% | 0.02% | -16.7% |
| Q2 2022 | $1,442,000 | -15.9% | 57,367 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $1,715,000 | -9.2% | 57,367 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,888,000 | +269.5% | 57,367 | +264.3% | 0.02% | +157.1% |
| Q3 2021 | $511,000 | -72.5% | 15,749 | -72.5% | 0.01% | -75.9% |
| Q1 2021 | $1,855,000 | +14.6% | 57,367 | +7.2% | 0.03% | +11.5% |
| Q4 2020 | $1,618,000 | +16.2% | 53,529 | +4.6% | 0.03% | 0.0% |
| Q3 2020 | $1,392,000 | -11.9% | 51,171 | -10.8% | 0.03% | -25.7% |
| Q2 2020 | $1,580,000 | – | 57,338 | – | 0.04% | – |
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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% |