ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $411,944 | +73.9% | 18,640 | +76.5% | 0.06% | -20.8% |
| Q1 2023 | $236,861 | 0.0% | 10,560 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $236,861 | +6.2% | 10,560 | -1.3% | 0.07% | -1.4% |
| Q3 2022 | $223,000 | -16.8% | 10,695 | +0.3% | 0.07% | -12.0% |
| Q2 2022 | $268,000 | -56.5% | 10,665 | -48.3% | 0.08% | -1.2% |
| Q1 2022 | $616,000 | +83.3% | 20,640 | +102.0% | 0.08% | -6.7% |
| Q4 2021 | $336,000 | -3.2% | 10,220 | -4.4% | 0.09% | -6.2% |
| Q3 2021 | $347,000 | – | 10,685 | – | 0.10% | – |
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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% |