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 | $246,761 | -9.2% | 11,585 | -5.8% | 0.01% | 0.0% |
| Q2 2023 | $271,786 | -60.9% | 12,298 | -59.0% | 0.01% | -61.5% |
| Q1 2023 | $695,448 | -16.9% | 30,028 | -19.6% | 0.01% | -18.8% |
| Q4 2022 | $837,334 | +85.7% | 37,331 | +107.8% | 0.02% | +100.0% |
| Q2 2022 | $451,000 | -25.9% | 17,965 | -11.8% | 0.01% | -11.1% |
| Q1 2022 | $609,000 | -9.1% | 20,365 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $670,000 | +1.4% | 20,365 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $661,000 | -2.4% | 20,365 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $677,000 | -48.0% | 20,365 | -49.5% | 0.01% | -50.0% |
| Q1 2021 | $1,303,000 | -5.4% | 40,300 | -11.6% | 0.02% | -13.0% |
| Q4 2020 | $1,378,000 | +19.6% | 45,610 | +7.7% | 0.02% | +4.5% |
| Q3 2020 | $1,152,000 | -2.7% | 42,348 | -1.4% | 0.02% | -12.0% |
| Q2 2020 | $1,184,000 | -7.7% | 42,948 | -16.8% | 0.02% | -21.9% |
| Q1 2020 | $1,283,000 | -16.9% | 51,648 | 0.0% | 0.03% | +39.1% |
| Q4 2019 | $1,543,000 | -85.2% | 51,648 | -85.6% | 0.02% | -83.8% |
| Q3 2019 | $10,459,000 | +8.3% | 358,178 | +9.2% | 0.14% | +13.6% |
| Q2 2019 | $9,656,000 | -1.0% | 327,878 | 0.0% | 0.12% | -3.8% |
| Q1 2019 | $9,751,000 | +12.9% | 327,878 | 0.0% | 0.13% | +0.8% |
| Q4 2018 | $8,640,000 | – | 327,878 | – | 0.13% | – |
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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% |