ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,258 | -38.3% | 17,383 | -36.0% | 0.00% | -33.3% |
| Q2 2023 | $600,258 | -39.2% | 27,161 | -36.3% | 0.01% | -45.5% |
| Q1 2023 | $987,467 | -17.0% | 42,637 | -19.6% | 0.01% | 0.0% |
| Q4 2022 | $1,189,687 | -99.9% | 53,040 | -70.3% | 0.01% | -45.0% |
| Q3 2022 | $1,868,867,000 | +66054.6% | 178,816 | +59.1% | 0.02% | -31.0% |
| Q2 2022 | $2,825,000 | -57.9% | 112,403 | -49.9% | 0.03% | -58.6% |
| Q1 2022 | $6,710,000 | -8.8% | 224,498 | +0.4% | 0.07% | -5.4% |
| Q4 2021 | $7,355,000 | +3.6% | 223,496 | +2.2% | 0.07% | +4.2% |
| Q3 2021 | $7,097,000 | -0.1% | 218,699 | +2.2% | 0.07% | -12.3% |
| Q2 2021 | $7,105,000 | +6.6% | 213,891 | +3.8% | 0.08% | -4.7% |
| Q1 2021 | $6,662,000 | +5.7% | 206,069 | -1.9% | 0.08% | +16.4% |
| Q4 2020 | $6,300,000 | -99.9% | 210,126 | +9.6% | 0.07% | -24.7% |
| Q3 2020 | $5,216,000,000 | – | 191,775 | – | 0.10% | – |
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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% |