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 | $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 ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |