ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,233,000 | -40.6% | 100,000 | -50.0% | 0.00% | -33.3% |
| Q3 2020 | $5,440,000 | -21.0% | 200,000 | -20.0% | 0.00% | -40.0% |
| Q2 2020 | $6,890,000 | -7.8% | 250,000 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $7,470,000 | -72.4% | 250,000 | -75.0% | 0.00% | -81.0% |
| Q1 2018 | $27,020,000 | -8.1% | 1,000,000 | 0.0% | 0.02% | -12.5% |
| Q4 2017 | $29,410,000 | -3.3% | 1,000,000 | 0.0% | 0.02% | -22.6% |
| Q3 2017 | $30,410,000 | -5.7% | 1,000,000 | 0.0% | 0.03% | -11.4% |
| Q2 2017 | $32,260,000 | -69.6% | 1,000,000 | -69.5% | 0.04% | -69.8% |
| Q1 2017 | $106,204,000 | +25368.6% | 3,284,000 | +27040.5% | 0.12% | – |
| Q4 2016 | $417,000 | +126.6% | 12,100 | +70.1% | 0.00% | – |
| Q2 2013 | $184,000 | – | 7,115 | – | 0.00% | – |
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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% |