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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $80,974 | -15.6% | 3,664 | -11.5% | 0.00% | – |
| Q1 2023 | $95,906 | -17.6% | 4,141 | -20.2% | 0.00% | – |
| Q4 2022 | $116,367 | +7.7% | 5,188 | 0.0% | 0.00% | – |
| Q3 2022 | $108,000 | -20.0% | 5,188 | -3.6% | 0.00% | – |
| Q2 2022 | $135,000 | +7.1% | 5,383 | +27.2% | 0.00% | – |
| Q1 2022 | $126,000 | +53.7% | 4,231 | +70.3% | 0.00% | – |
| Q4 2021 | $82,000 | -37.4% | 2,484 | -38.5% | 0.00% | – |
| Q3 2021 | $131,000 | -17.6% | 4,040 | -15.5% | 0.00% | – |
| Q2 2021 | $159,000 | -21.7% | 4,779 | -24.1% | 0.00% | – |
| Q1 2021 | $203,000 | +5.2% | 6,294 | -1.3% | 0.00% | – |
| Q4 2020 | $193,000 | +12.9% | 6,379 | +1.4% | 0.00% | – |
| Q3 2020 | $171,000 | -1.2% | 6,294 | 0.0% | 0.00% | – |
| Q2 2020 | $173,000 | +10.9% | 6,294 | 0.0% | 0.00% | – |
| Q1 2020 | $156,000 | -17.0% | 6,294 | 0.0% | 0.00% | – |
| Q4 2019 | $188,000 | -28.0% | 6,294 | -29.6% | 0.00% | -100.0% |
| Q3 2019 | $261,000 | -0.8% | 8,944 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $263,000 | -1.1% | 8,944 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $266,000 | +6.4% | 8,944 | -5.8% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | -11.7% | 9,499 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $283,000 | +7.2% | 9,499 | -0.8% | 0.00% | 0.0% |
| Q2 2018 | $264,000 | -3.6% | 9,579 | -5.6% | 0.00% | 0.0% |
| Q1 2018 | $274,000 | -8.4% | 10,147 | -0.3% | 0.00% | 0.0% |
| Q4 2017 | $299,000 | -3.5% | 10,181 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $310,000 | -7.2% | 10,181 | -1.6% | 0.00% | 0.0% |
| Q2 2017 | $334,000 | -7.5% | 10,350 | -7.2% | 0.00% | 0.0% |
| Q1 2017 | $361,000 | -8.1% | 11,150 | -2.2% | 0.00% | 0.0% |
| Q4 2016 | $393,000 | -5.5% | 11,400 | -11.6% | 0.00% | -50.0% |
| Q3 2016 | $416,000 | +1.7% | 12,895 | +4.9% | 0.00% | 0.0% |
| Q2 2016 | $409,000 | +13.0% | 12,295 | +4.3% | 0.00% | +100.0% |
| Q1 2016 | $362,000 | -13.0% | 11,787 | -18.4% | 0.00% | -50.0% |
| Q4 2015 | $416,000 | +5.6% | 14,447 | -1.1% | 0.00% | 0.0% |
| Q3 2015 | $394,000 | -8.4% | 14,607 | -0.4% | 0.00% | 0.0% |
| Q2 2015 | $430,000 | -4.0% | 14,659 | -1.2% | 0.00% | 0.0% |
| Q1 2015 | $448,000 | +7.2% | 14,844 | +3.9% | 0.00% | 0.0% |
| Q4 2014 | $418,000 | +10.9% | 14,289 | +13.3% | 0.00% | 0.0% |
| Q3 2014 | $377,000 | +8.6% | 12,609 | +10.1% | 0.00% | +100.0% |
| Q2 2014 | $347,000 | 0.0% | 11,449 | -1.0% | 0.00% | 0.0% |
| Q1 2014 | $347,000 | +0.9% | 11,567 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $344,000 | +8.2% | 11,567 | +0.5% | 0.00% | 0.0% |
| Q3 2013 | $318,000 | +7.1% | 11,514 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $297,000 | – | 11,514 | – | 0.00% | – |
Download | ||||||
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% |