ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470 | -17.7% | 22,070 | -14.6% | 0.00% | 0.0% |
| Q2 2023 | $571 | -7.5% | 25,829 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $617 | +24.4% | 26,676 | +20.5% | 0.00% | 0.0% |
| Q4 2022 | $496 | -99.8% | 22,135 | +122.5% | 0.00% | 0.0% |
| Q3 2022 | $207,000 | -20.7% | 9,950 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $261,000 | -14.7% | 10,386 | +1.2% | 0.00% | 0.0% |
| Q1 2022 | $306,000 | -15.2% | 10,267 | -6.6% | 0.00% | 0.0% |
| Q4 2021 | $361,000 | +8.4% | 10,995 | +7.0% | 0.00% | 0.0% |
| Q3 2021 | $333,000 | +14.4% | 10,276 | +17.0% | 0.00% | 0.0% |
| Q2 2021 | $291,000 | +12.4% | 8,785 | -6.6% | 0.00% | 0.0% |
| Q2 2020 | $259,000 | +17.2% | 9,410 | +26.2% | 0.00% | 0.0% |
| Q3 2018 | $221,000 | -88.2% | 7,459 | -89.1% | 0.00% | -90.0% |
| Q2 2018 | $1,878,000 | +0.1% | 68,129 | -1.9% | 0.01% | 0.0% |
| Q1 2018 | $1,877,000 | -10.4% | 69,469 | -2.5% | 0.01% | -9.1% |
| Q4 2017 | $2,096,000 | – | 71,264 | – | 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% |