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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $557,369 | +6731.3% | 24,066 | -93.4% | 0.01% | -93.4% |
| Q4 2022 | $8,159 | -96.9% | 363,765 | +4029.0% | 0.21% | +2942.9% |
| Q4 2020 | $266,000 | +10.8% | 8,810 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $240,000 | -14.0% | 8,810 | -13.0% | 0.01% | -22.2% |
| Q2 2020 | $279,000 | +10.7% | 10,130 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $252,000 | -16.8% | 10,130 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $303,000 | +2.4% | 10,130 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $296,000 | -0.7% | 10,130 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $298,000 | -17.9% | 10,130 | -17.0% | 0.01% | -16.7% |
| Q1 2019 | $363,000 | -34.6% | 12,200 | -42.2% | 0.01% | -42.9% |
| Q4 2018 | $555,000 | – | 21,090 | – | 0.02% | – |
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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% |