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 | $752,255 | -31.9% | 35,317 | -29.3% | 0.00% | -100.0% |
| Q2 2023 | $1,104,450 | -13.4% | 49,975 | -9.3% | 0.00% | 0.0% |
| Q1 2023 | $1,275,958 | +96344.3% | 55,093 | -6.6% | 0.00% | 0.0% |
| Q4 2022 | $1,323 | -99.9% | 58,987 | -37.3% | 0.00% | 0.0% |
| Q3 2022 | $1,965,000 | +23.0% | 94,117 | +48.0% | 0.00% | 0.0% |
| Q2 2022 | $1,598,000 | +165.4% | 63,609 | +215.9% | 0.00% | – |
| Q1 2022 | $602,000 | – | 20,133 | – | 0.00% | – |
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% |