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 | $12,141 | -3.6% | 570 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12,597 | -4.6% | 570 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $13,201 | +3.3% | 570 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $12,785 | +6.5% | 570 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $12,000 | -14.3% | 570 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $14,000 | -17.6% | 570 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -10.5% | 570 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $19,000 | +5.6% | 570 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $18,000 | -5.3% | 570 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 570 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 570 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $17,000 | – | 570 | – | 0.01% | – |
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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% |