ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23 | 0.0% | 1,059 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23 | -4.2% | 1,059 | +0.8% | 0.01% | -18.8% |
| Q4 2022 | $24 | -99.9% | 1,051 | +0.5% | 0.02% | -5.9% |
| Q3 2022 | $22,000 | -15.4% | 1,046 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $26,000 | -27.8% | 1,043 | -14.3% | 0.02% | -15.0% |
| Q1 2022 | $36,000 | -10.0% | 1,217 | +0.3% | 0.02% | -4.8% |
| Q4 2021 | $40,000 | – | 1,213 | – | 0.02% | – |
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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% |