ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,538 | -21.9% | 213 | -19.0% | 0.00% | – |
| Q2 2023 | $5,813 | -4.6% | 263 | 0.0% | 0.00% | – |
| Q1 2023 | $6,091 | +3.3% | 263 | 0.0% | 0.00% | – |
| Q4 2022 | $5,899 | +18.0% | 263 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | +150.0% | 263 | +198.9% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 88 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 88 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | -95.3% | 88 | -95.5% | 0.00% | -100.0% |
| Q3 2021 | $64,000 | -3.0% | 1,977 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $66,000 | +3.1% | 1,977 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | +8.5% | 1,977 | +1.0% | 0.00% | 0.0% |
| Q4 2020 | $59,000 | +2850.0% | 1,957 | +2123.9% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 88 | +35.4% | 0.00% | – |
| Q2 2020 | $2,000 | – | 65 | +62.5% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 40 | -81.0% | 0.00% | – |
| Q4 2019 | $6,000 | 0.0% | 210 | 0.0% | 0.00% | – |
| Q3 2019 | $6,000 | -14.3% | 210 | -8.3% | 0.00% | – |
| Q2 2019 | $7,000 | +16.7% | 229 | +21.2% | 0.00% | – |
| Q1 2019 | $6,000 | +20.0% | 189 | -1.0% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 191 | 0.0% | 0.00% | – |
| Q3 2018 | $6,000 | -57.1% | 191 | -63.5% | 0.00% | – |
| Q2 2018 | $14,000 | -48.1% | 523 | -48.1% | 0.00% | – |
| Q1 2018 | $27,000 | -10.0% | 1,008 | 0.0% | 0.00% | – |
| Q4 2017 | $30,000 | -28.6% | 1,008 | -26.3% | 0.00% | -100.0% |
| Q3 2017 | $42,000 | -56.7% | 1,368 | -54.3% | 0.00% | -50.0% |
| Q2 2017 | $97,000 | +59.0% | 2,994 | +57.6% | 0.00% | +100.0% |
| Q1 2017 | $61,000 | +35.6% | 1,900 | +46.2% | 0.00% | 0.0% |
| Q4 2016 | $45,000 | 0.0% | 1,300 | -7.1% | 0.00% | 0.0% |
| Q3 2016 | $45,000 | -6.2% | 1,400 | -2.8% | 0.00% | 0.0% |
| Q2 2016 | $48,000 | -94.5% | 1,440 | -95.0% | 0.00% | -95.2% |
| Q1 2016 | $865,000 | +48.1% | 28,598 | +40.9% | 0.02% | +40.0% |
| Q4 2015 | $584,000 | +7.4% | 20,293 | +0.7% | 0.02% | +7.1% |
| Q3 2015 | $544,000 | -31.7% | 20,148 | -26.0% | 0.01% | -26.3% |
| Q2 2015 | $797,000 | -7.9% | 27,235 | -4.8% | 0.02% | -9.5% |
| Q1 2015 | $865,000 | -10.4% | 28,598 | -13.3% | 0.02% | -8.7% |
| Q4 2014 | $965,000 | +57.2% | 32,968 | +60.7% | 0.02% | +76.9% |
| Q3 2014 | $614,000 | +61.2% | 20,514 | +63.1% | 0.01% | +62.5% |
| Q2 2014 | $381,000 | +87.7% | 12,581 | +85.3% | 0.01% | +100.0% |
| Q1 2014 | $203,000 | +35.3% | 6,791 | +35.1% | 0.00% | 0.0% |
| Q4 2013 | $150,000 | +42.9% | 5,026 | +31.7% | 0.00% | +33.3% |
| Q3 2013 | $105,000 | +128.3% | 3,816 | +113.5% | 0.00% | +200.0% |
| Q2 2013 | $46,000 | +24.3% | 1,787 | +18.0% | 0.00% | 0.0% |
| Q1 2013 | $37,000 | -42.2% | 1,515 | -42.2% | 0.00% | -50.0% |
| Q4 2012 | $64,000 | – | 2,620 | +7385.7% | 0.00% | – |
| Q3 2012 | $0 | – | 35 | 0.0% | 0.00% | – |
| Q2 2012 | $0 | – | 35 | 0.0% | 0.00% | – |
| Q1 2012 | $0 | -100.0% | 35 | -97.9% | 0.00% | -100.0% |
| Q4 2011 | $36,000 | +500.0% | 1,700 | +518.2% | 0.00% | – |
| Q3 2011 | $6,000 | -72.7% | 275 | -69.2% | 0.00% | -100.0% |
| Q2 2011 | $22,000 | -18.5% | 894 | -23.3% | 0.00% | 0.0% |
| Q1 2011 | $27,000 | -77.9% | 1,165 | -77.8% | 0.00% | -80.0% |
| Q4 2010 | $122,000 | -9.0% | 5,240 | -15.0% | 0.01% | -16.7% |
| Q3 2010 | $134,000 | +6.3% | 6,165 | -8.7% | 0.01% | 0.0% |
| Q2 2010 | $126,000 | -6.7% | 6,750 | 0.0% | 0.01% | 0.0% |
| Q1 2010 | $135,000 | -2.9% | 6,750 | -2.8% | 0.01% | 0.0% |
| Q4 2009 | $139,000 | -11.5% | 6,945 | -16.9% | 0.01% | -14.3% |
| Q3 2009 | $157,000 | +5.4% | 8,360 | 0.0% | 0.01% | -12.5% |
| Q2 2009 | $149,000 | +9.6% | 8,360 | -1.8% | 0.01% | 0.0% |
| Q1 2009 | $136,000 | – | 8,510 | – | 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% |