ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 105 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,728 | +0.2% | 14,447 | +4.0% | 0.00% | – |
| Q2 2023 | $307,045 | +14.9% | 13,893 | +20.5% | 0.00% | – |
| Q1 2023 | $267,127 | -20.5% | 11,534 | -22.9% | 0.00% | – |
| Q4 2022 | $336,000 | -85.0% | 14,959 | -86.1% | 0.00% | -100.0% |
| Q3 2022 | $2,243,000 | -14.7% | 107,437 | +2.6% | 0.00% | 0.0% |
| Q2 2022 | $2,630,000 | -6.7% | 104,681 | +11.3% | 0.00% | 0.0% |
| Q1 2022 | $2,819,000 | -1.4% | 94,025 | +8.2% | 0.00% | 0.0% |
| Q4 2021 | $2,859,000 | +248.7% | 86,869 | +243.5% | 0.00% | – |
| Q3 2021 | $820,000 | +119.3% | 25,293 | +124.9% | 0.00% | – |
| Q2 2021 | $374,000 | -22.4% | 11,248 | -24.5% | 0.00% | – |
| Q1 2021 | $482,000 | 0.0% | 14,893 | -6.7% | 0.00% | – |
| Q4 2020 | $482,000 | -24.8% | 15,956 | -32.3% | 0.00% | – |
| Q3 2020 | $641,000 | +5.1% | 23,563 | +6.8% | 0.00% | – |
| Q2 2020 | $610,000 | +28.2% | 22,055 | +15.2% | 0.00% | – |
| Q1 2020 | $476,000 | -70.1% | 19,145 | -64.0% | 0.00% | -100.0% |
| Q4 2019 | $1,591,000 | -5.1% | 53,239 | -8.5% | 0.00% | 0.0% |
| Q3 2019 | $1,677,000 | -6.0% | 58,216 | -3.9% | 0.00% | 0.0% |
| Q2 2019 | $1,784,000 | -51.7% | 60,600 | -51.2% | 0.00% | -50.0% |
| Q1 2019 | $3,693,000 | +137.2% | 124,169 | +110.3% | 0.00% | +100.0% |
| Q4 2018 | $1,557,000 | +14.9% | 59,042 | +29.6% | 0.00% | – |
| Q3 2018 | $1,355,000 | +8.2% | 45,574 | +0.4% | 0.00% | -100.0% |
| Q2 2018 | $1,252,000 | +10.9% | 45,412 | +8.7% | 0.00% | 0.0% |
| Q1 2018 | $1,129,000 | +20.9% | 41,776 | +31.5% | 0.00% | – |
| Q4 2017 | $934,000 | -96.9% | 31,762 | -96.8% | 0.00% | -100.0% |
| Q3 2017 | $30,046,000 | -24.0% | 987,457 | -50.4% | 0.01% | -30.0% |
| Q2 2017 | $39,535,000 | +38.8% | 1,992,139 | +125.9% | 0.02% | +33.3% |
| Q1 2017 | $28,486,000 | +36.1% | 881,960 | +45.1% | 0.02% | +36.4% |
| Q4 2016 | $20,932,000 | -11.4% | 607,930 | -17.1% | 0.01% | -15.4% |
| Q3 2016 | $23,615,000 | +22.9% | 733,348 | +26.7% | 0.01% | +18.2% |
| Q2 2016 | $19,213,000 | +12.3% | 578,977 | +4.0% | 0.01% | +10.0% |
| Q1 2016 | $17,102,000 | +4.8% | 556,680 | -1.9% | 0.01% | 0.0% |
| Q4 2015 | $16,318,000 | +33.8% | 567,552 | +25.9% | 0.01% | +25.0% |
| Q3 2015 | $12,193,000 | -2.7% | 450,902 | +5.4% | 0.01% | +14.3% |
| Q2 2015 | $12,534,000 | +67.6% | 428,003 | +73.0% | 0.01% | +75.0% |
| Q1 2015 | $7,477,000 | +32.9% | 247,401 | +28.7% | 0.00% | +33.3% |
| Q4 2014 | $5,624,000 | +19.4% | 192,262 | +22.1% | 0.00% | 0.0% |
| Q3 2014 | $4,710,000 | +62.2% | 157,452 | +64.5% | 0.00% | +50.0% |
| Q2 2014 | $2,904,000 | -0.4% | 95,721 | -1.7% | 0.00% | 0.0% |
| Q1 2014 | $2,915,000 | +3034.4% | 97,388 | +3011.4% | 0.00% | – |
| Q4 2013 | $93,000 | -13.1% | 3,130 | -19.1% | 0.00% | – |
| Q3 2013 | $107,000 | +0.9% | 3,871 | -5.8% | 0.00% | – |
| Q2 2013 | $106,000 | – | 4,110 | – | 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% |