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 | $6,707,157 | -60.9% | 314,890 | -59.5% | 0.01% | -54.5% |
| Q2 2023 | $17,174,794 | -76.5% | 777,140 | -75.4% | 0.01% | -78.4% |
| Q1 2023 | $73,090,343 | +47.3% | 3,155,887 | +42.7% | 0.05% | +27.5% |
| Q4 2022 | $49,608,050 | +69.7% | 2,211,683 | +58.0% | 0.04% | +90.5% |
| Q3 2022 | $29,235,000 | +1.2% | 1,400,154 | +21.7% | 0.02% | -4.5% |
| Q2 2022 | $28,901,000 | +2890000.0% | 1,150,046 | +2500000.0% | 0.02% | – |
| Q1 2022 | $1,000 | -100.0% | 46 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $3,491,000 | +1.4% | 106,086 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,442,000 | +214.9% | 106,086 | +222.6% | 0.00% | +100.0% |
| Q2 2021 | $1,093,000 | +669.7% | 32,885 | +647.4% | 0.00% | – |
| Q1 2021 | $142,000 | +2740.0% | 4,400 | +2100.0% | 0.00% | – |
| Q3 2020 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | -64.7% | 200 | -71.4% | 0.00% | – |
| Q1 2020 | $17,000 | -19.0% | 700 | 0.0% | 0.00% | – |
| Q4 2019 | $21,000 | -8.7% | 700 | -12.5% | 0.00% | – |
| Q3 2019 | $23,000 | -69.3% | 800 | -68.6% | 0.00% | – |
| Q2 2019 | $75,000 | +23.0% | 2,550 | +24.4% | 0.00% | – |
| Q1 2019 | $61,000 | +1425.0% | 2,050 | +1285.1% | 0.00% | – |
| Q4 2018 | $4,000 | -99.7% | 148 | -99.7% | 0.00% | -100.0% |
| Q3 2018 | $1,491,000 | -73.0% | 50,148 | -75.0% | 0.00% | -80.0% |
| Q2 2018 | $5,524,000 | -44.4% | 200,348 | -45.4% | 0.01% | -37.5% |
| Q1 2018 | $9,931,000 | +99210.0% | 367,027 | +105367.5% | 0.01% | – |
| Q4 2017 | $10,000 | +100.0% | 348 | +135.1% | 0.00% | – |
| Q3 2017 | $5,000 | -99.9% | 148 | -99.9% | 0.00% | -100.0% |
| Q2 2017 | $4,844,000 | -0.2% | 150,148 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,856,000 | -29.7% | 150,148 | -25.0% | 0.00% | -33.3% |
| Q4 2016 | $6,905,000 | -38.8% | 200,148 | -42.8% | 0.01% | -45.5% |
| Q3 2016 | $11,282,000 | +125.3% | 350,148 | +132.8% | 0.01% | +120.0% |
| Q2 2016 | $5,008,000 | -67.4% | 150,389 | -69.9% | 0.01% | -70.6% |
| Q1 2016 | $15,377,000 | +30.8% | 500,389 | +22.6% | 0.02% | +41.7% |
| Q4 2015 | $11,755,000 | +331.1% | 408,283 | +304.3% | 0.01% | +300.0% |
| Q3 2015 | $2,727,000 | +3536.0% | 100,976 | +3821.4% | 0.00% | – |
| Q2 2015 | $75,000 | -99.0% | 2,575 | -99.0% | 0.00% | -100.0% |
| Q1 2015 | $7,562,000 | +22.8% | 250,241 | +19.0% | 0.01% | +40.0% |
| Q4 2014 | $6,156,000 | -62.6% | 210,241 | -61.8% | 0.01% | -64.3% |
| Q3 2014 | $16,480,000 | +81.0% | 550,241 | +83.3% | 0.01% | +55.6% |
| Q2 2014 | $9,106,000 | -31.3% | 300,241 | -32.1% | 0.01% | -35.7% |
| Q1 2014 | $13,256,000 | +11.4% | 442,182 | +10.5% | 0.01% | +27.3% |
| Q4 2013 | $11,899,000 | -54.9% | 400,241 | -58.1% | 0.01% | -56.0% |
| Q3 2013 | $26,367,000 | -36.3% | 956,015 | -40.3% | 0.02% | -39.0% |
| Q2 2013 | $41,366,000 | – | 1,600,236 | – | 0.04% | – |
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% |