ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,554 | -3.4% | 17,303 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $381,601 | -9.3% | 17,267 | -4.9% | 0.00% | 0.0% |
| Q1 2023 | $420,609 | +1.8% | 18,161 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $413,000 | +11.9% | 18,429 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $369,000 | -0.3% | 17,659 | +20.0% | 0.00% | 0.0% |
| Q2 2022 | $370,000 | -16.7% | 14,719 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $444,000 | -9.0% | 14,856 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $488,000 | -1.2% | 14,831 | -2.5% | 0.00% | 0.0% |
| Q3 2021 | $494,000 | +23.2% | 15,212 | +26.0% | 0.00% | 0.0% |
| Q2 2021 | $401,000 | -8.4% | 12,070 | -11.0% | 0.00% | -25.0% |
| Q1 2021 | $438,000 | +4.5% | 13,562 | -2.1% | 0.00% | 0.0% |
| Q4 2020 | $419,000 | +75.3% | 13,849 | +57.3% | 0.00% | +33.3% |
| Q3 2020 | $239,000 | +0.8% | 8,804 | +2.6% | 0.00% | 0.0% |
| Q2 2020 | $237,000 | +8.7% | 8,585 | -2.0% | 0.00% | 0.0% |
| Q1 2020 | $218,000 | -3.1% | 8,764 | +16.5% | 0.00% | +50.0% |
| Q4 2019 | $225,000 | – | 7,522 | – | 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% |