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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,493 | -14.0% | 22,887 | -10.7% | 0.00% | – |
| Q2 2023 | $566,533 | -30.9% | 25,635 | -27.6% | 0.00% | -100.0% |
| Q1 2023 | $819,592 | -5.1% | 35,388 | -8.1% | 0.00% | 0.0% |
| Q4 2022 | $863,662 | -4.5% | 38,505 | -11.1% | 0.00% | 0.0% |
| Q3 2022 | $904,000 | -24.2% | 43,306 | -8.8% | 0.00% | 0.0% |
| Q2 2022 | $1,193,000 | -22.3% | 47,500 | -7.5% | 0.00% | 0.0% |
| Q1 2022 | $1,535,000 | -17.5% | 51,357 | -9.2% | 0.00% | -50.0% |
| Q4 2021 | $1,861,000 | -10.1% | 56,578 | -11.3% | 0.00% | 0.0% |
| Q3 2021 | $2,069,000 | -2.3% | 63,783 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $2,117,000 | +1.9% | 63,737 | -0.8% | 0.00% | 0.0% |
| Q1 2021 | $2,077,000 | -8.8% | 64,223 | -14.8% | 0.00% | 0.0% |
| Q4 2020 | $2,278,000 | -11.4% | 75,389 | -20.2% | 0.00% | -33.3% |
| Q3 2020 | $2,570,000 | -2.9% | 94,476 | -1.6% | 0.00% | -25.0% |
| Q2 2020 | $2,646,000 | +26.6% | 95,995 | +14.2% | 0.00% | +33.3% |
| Q1 2020 | $2,090,000 | -24.2% | 84,049 | -9.0% | 0.00% | 0.0% |
| Q4 2019 | $2,759,000 | +0.2% | 92,348 | -2.1% | 0.00% | 0.0% |
| Q3 2019 | $2,754,000 | -11.0% | 94,341 | -10.3% | 0.00% | 0.0% |
| Q2 2019 | $3,096,000 | -7.8% | 105,126 | -6.9% | 0.00% | 0.0% |
| Q1 2019 | $3,358,000 | +6.4% | 112,938 | -5.6% | 0.00% | -25.0% |
| Q4 2018 | $3,155,000 | -25.8% | 119,694 | -16.3% | 0.00% | 0.0% |
| Q3 2018 | $4,253,000 | +4.4% | 142,986 | -3.2% | 0.00% | 0.0% |
| Q2 2018 | $4,075,000 | +0.7% | 147,781 | -1.3% | 0.00% | 0.0% |
| Q1 2018 | $4,045,000 | -20.8% | 149,691 | -13.9% | 0.00% | -20.0% |
| Q4 2017 | $5,110,000 | -3.3% | 173,765 | -0.0% | 0.01% | 0.0% |
| Q3 2017 | $5,287,000 | -6.1% | 173,834 | -0.4% | 0.01% | -16.7% |
| Q2 2017 | $5,630,000 | +2.1% | 174,532 | +2.4% | 0.01% | 0.0% |
| Q1 2017 | $5,513,000 | -7.8% | 170,507 | -1.7% | 0.01% | -14.3% |
| Q4 2016 | $5,981,000 | +10.4% | 173,387 | +3.1% | 0.01% | +16.7% |
| Q3 2016 | $5,417,000 | -10.4% | 168,099 | -7.4% | 0.01% | -14.3% |
| Q2 2016 | $6,045,000 | +5.7% | 181,548 | -2.4% | 0.01% | 0.0% |
| Q1 2016 | $5,717,000 | +5.5% | 185,995 | -1.2% | 0.01% | +16.7% |
| Q4 2015 | $5,421,000 | +7.6% | 188,298 | +0.9% | 0.01% | 0.0% |
| Q3 2015 | $5,036,000 | -11.7% | 186,546 | -4.2% | 0.01% | 0.0% |
| Q2 2015 | $5,701,000 | -7.5% | 194,684 | -4.5% | 0.01% | -14.3% |
| Q1 2015 | $6,164,000 | -18.6% | 203,960 | -21.2% | 0.01% | -12.5% |
| Q4 2014 | $7,574,000 | -7.4% | 258,684 | -5.3% | 0.01% | -20.0% |
| Q3 2014 | $8,179,000 | +199.5% | 273,079 | +203.4% | 0.01% | +233.3% |
| Q2 2014 | $2,731,000 | +0.7% | 90,010 | -0.5% | 0.00% | -25.0% |
| Q1 2014 | $2,713,000 | -14.5% | 90,471 | -15.3% | 0.00% | 0.0% |
| Q4 2013 | $3,174,000 | +0.1% | 106,754 | -7.1% | 0.00% | -20.0% |
| Q3 2013 | $3,170,000 | +1.2% | 114,933 | -5.1% | 0.01% | 0.0% |
| Q2 2013 | $3,131,000 | – | 121,120 | – | 0.01% | – |
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% |