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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |