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 | $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 ↓ |
|---|---|---|---|
| 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% |