ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,124 | -99.9% | 50,121 | 0.0% | 0.19% | -1.5% |
| Q3 2022 | $1,047,000 | -16.9% | 50,121 | 0.0% | 0.20% | -14.5% |
| Q2 2022 | $1,260,000 | -15.9% | 50,121 | 0.0% | 0.23% | -3.4% |
| Q1 2022 | $1,498,000 | -45.7% | 50,121 | -40.2% | 0.24% | -42.6% |
| Q4 2021 | $2,758,000 | +3.5% | 83,791 | 0.0% | 0.41% | -8.3% |
| Q3 2021 | $2,665,000 | -4.3% | 83,791 | 0.0% | 0.45% | -13.2% |
| Q2 2021 | $2,784,000 | +2.8% | 83,791 | 0.0% | 0.52% | +1.6% |
| Q1 2021 | $2,709,000 | – | 83,791 | – | 0.51% | – |
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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% |