ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,687,939 | -5.3% | 360,936 | -1.7% | 0.09% | +8.1% |
| Q2 2023 | $8,115,299 | -2.4% | 367,208 | +2.3% | 0.09% | -16.5% |
| Q1 2023 | $8,312,351 | -8.8% | 358,910 | -11.6% | 0.10% | -67.7% |
| Q4 2022 | $9,111,219 | +6.5% | 406,207 | -0.8% | 0.32% | -5.9% |
| Q3 2022 | $8,552,000 | -14.9% | 409,595 | +2.4% | 0.34% | -15.9% |
| Q2 2022 | $10,051,000 | -17.3% | 399,977 | -1.7% | 0.40% | -5.6% |
| Q1 2022 | $12,160,000 | -7.8% | 406,821 | +1.5% | 0.43% | -3.2% |
| Q4 2021 | $13,192,000 | +0.2% | 400,861 | -1.2% | 0.44% | -8.9% |
| Q3 2021 | $13,169,000 | -5.6% | 405,831 | -3.4% | 0.48% | -11.7% |
| Q2 2021 | $13,951,000 | -0.5% | 419,968 | -3.1% | 0.55% | -9.6% |
| Q1 2021 | $14,015,000 | -1.1% | 433,504 | -7.6% | 0.61% | -8.3% |
| Q4 2020 | $14,172,000 | +4.8% | 468,959 | -5.6% | 0.66% | -5.8% |
| Q3 2020 | $13,518,000 | -12.7% | 496,998 | -11.5% | 0.70% | -16.2% |
| Q2 2020 | $15,482,000 | +515966.7% | 561,740 | +561640.0% | 0.84% | – |
| Q4 2019 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Phoenix Holdings Ltd. | 3,954,045 | $99,365,000 | 2.03% |
| HERBST GROUP, LLC | 39,533 | $1,005,000 | 0.79% |
| First Citizens Financial Corp | 34,905 | $877,000 | 0.77% |
| Antonetti Capital Management LLC | 19,956 | $501,000 | 0.53% |
| Orion Portfolio Solutions, LLC | 399,977 | $10,051,000 | 0.40% |
| Lumature Wealth Partners, LLC | 28,375 | $713,000 | 0.32% |
| Sierra Capital LLC | 50,121 | $1,260,000 | 0.23% |
| Kinloch Capital, LLC | 13,967 | $351,000 | 0.23% |
| Signature Wealth Management Partners, LLC | 8,495 | $213,000 | 0.22% |
| NBT BANK N A /NY | 48,434 | $1,217,000 | 0.19% |