ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $626,270 | +15.0% | 28,338 | +20.5% | 0.37% | +22.0% |
| Q1 2023 | $544,468 | +2.3% | 23,509 | -1.0% | 0.30% | +2.3% |
| Q4 2022 | $532,421 | -12.1% | 23,737 | -18.3% | 0.30% | -8.3% |
| Q3 2022 | $606,000 | -15.0% | 29,041 | +2.3% | 0.32% | +2.2% |
| Q2 2022 | $713,000 | -6.2% | 28,375 | +11.7% | 0.32% | +4.3% |
| Q1 2022 | $760,000 | +1.6% | 25,414 | +11.8% | 0.30% | +4.8% |
| Q4 2021 | $748,000 | +9.8% | 22,734 | +8.3% | 0.29% | +4.7% |
| Q3 2021 | $681,000 | +13.7% | 20,998 | +16.5% | 0.28% | +12.1% |
| Q2 2021 | $599,000 | +23.3% | 18,025 | +19.8% | 0.25% | -2.7% |
| Q1 2021 | $486,000 | +122.9% | 15,046 | +108.6% | 0.26% | +23.8% |
| Q4 2020 | $218,000 | – | 7,213 | – | 0.21% | – |
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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% |