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 | $407,891 | -0.6% | 19,162 | +3.1% | 0.04% | +2.9% |
| Q2 2023 | $410,380 | -6.2% | 18,581 | -1.7% | 0.04% | -10.3% |
| Q1 2023 | $437,629 | +17.1% | 18,907 | +13.4% | 0.04% | +14.7% |
| Q4 2022 | $373,836 | +7.4% | 16,670 | -0.2% | 0.03% | -2.9% |
| Q3 2022 | $348,000 | -2.2% | 16,697 | +17.8% | 0.04% | 0.0% |
| Q2 2022 | $356,000 | -35.9% | 14,172 | -23.7% | 0.04% | -22.2% |
| Q1 2022 | $555,000 | -9.9% | 18,576 | -0.7% | 0.04% | -6.2% |
| Q4 2021 | $616,000 | +7.7% | 18,713 | +6.2% | 0.05% | +33.3% |
| Q3 2021 | $572,000 | -7.7% | 17,620 | -5.7% | 0.04% | -10.0% |
| Q2 2021 | $620,000 | -1.0% | 18,677 | -3.5% | 0.04% | -4.8% |
| Q1 2021 | $626,000 | +10.6% | 19,359 | +3.3% | 0.04% | +7.7% |
| Q4 2020 | $566,000 | -13.2% | 18,733 | -21.8% | 0.04% | -22.0% |
| Q3 2020 | $652,000 | -2.8% | 23,961 | -1.7% | 0.05% | -12.3% |
| Q2 2020 | $671,000 | +14.9% | 24,376 | +3.7% | 0.06% | -25.0% |
| Q1 2020 | $584,000 | -12.0% | 23,495 | +5.7% | 0.08% | +11.8% |
| Q4 2019 | $664,000 | -5.4% | 22,232 | -7.5% | 0.07% | -9.3% |
| Q3 2019 | $702,000 | – | 24,032 | – | 0.08% | – |
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% |