ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 104 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 80.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $997,714 | -13.3% | 46,841 | -10.0% | 0.10% | -41.5% |
Q2 2023 | $1,150,769 | -8.9% | 52,071 | -4.6% | 0.16% | -11.4% |
Q1 2023 | $1,263,587 | +3.8% | 54,559 | +0.6% | 0.18% | +4.5% |
Q4 2022 | $1,217,007 | +20.1% | 54,258 | +11.8% | 0.18% | +7.3% |
Q3 2022 | $1,013,000 | -16.8% | 48,537 | +0.2% | 0.16% | -11.3% |
Q2 2022 | $1,217,000 | -18.0% | 48,434 | -2.4% | 0.19% | -6.1% |
Q1 2022 | $1,484,000 | -10.2% | 49,649 | -1.1% | 0.20% | -6.6% |
Q4 2021 | $1,653,000 | +2.4% | 50,224 | +1.0% | 0.21% | -5.4% |
Q3 2021 | $1,614,000 | -2.8% | 49,711 | -0.6% | 0.22% | -1.8% |
Q2 2021 | $1,661,000 | +1.6% | 49,992 | -1.1% | 0.23% | -3.0% |
Q1 2021 | $1,635,000 | +6.2% | 50,573 | -0.8% | 0.24% | +0.4% |
Q4 2020 | $1,540,000 | +31.2% | 50,958 | +18.1% | 0.23% | +20.0% |
Q3 2020 | $1,174,000 | -4.7% | 43,162 | -3.4% | 0.20% | -11.4% |
Q2 2020 | $1,232,000 | +7.7% | 44,697 | -2.9% | 0.22% | -6.0% |
Q1 2020 | $1,144,000 | -16.3% | 46,048 | +0.6% | 0.23% | +8.8% |
Q4 2019 | $1,367,000 | +3.2% | 45,761 | +0.9% | 0.22% | -7.3% |
Q3 2019 | $1,325,000 | -5.4% | 45,359 | -4.6% | 0.23% | -7.6% |
Q2 2019 | $1,401,000 | -0.2% | 47,566 | +0.8% | 0.25% | -2.0% |
Q1 2019 | $1,404,000 | +10.9% | 47,208 | -1.7% | 0.26% | +24.9% |
Q4 2018 | $1,266,000 | -7.4% | 48,048 | +4.5% | 0.20% | -7.2% |
Q3 2018 | $1,367,000 | +6.2% | 45,973 | -1.5% | 0.22% | -3.9% |
Q2 2018 | $1,287,000 | -2.6% | 46,680 | -4.5% | 0.23% | +6.5% |
Q1 2018 | $1,321,000 | -6.3% | 48,871 | +2.0% | 0.22% | -2.7% |
Q4 2017 | $1,410,000 | -2.5% | 47,921 | +0.8% | 0.22% | -3.9% |
Q3 2017 | $1,446,000 | -4.2% | 47,552 | +1.6% | 0.23% | -6.1% |
Q2 2017 | $1,510,000 | +20.9% | 46,813 | +21.2% | 0.25% | +18.8% |
Q1 2017 | $1,249,000 | +9.4% | 38,610 | +16.6% | 0.21% | +5.6% |
Q4 2016 | $1,142,000 | +3.7% | 33,101 | -3.1% | 0.20% | +2.1% |
Q3 2016 | $1,101,000 | -4.8% | 34,168 | -1.6% | 0.19% | -5.0% |
Q2 2016 | $1,157,000 | +1.8% | 34,737 | -6.2% | 0.20% | +1.0% |
Q1 2016 | $1,137,000 | +6.3% | 37,021 | -0.3% | 0.20% | +4.7% |
Q4 2015 | $1,070,000 | +7.6% | 37,134 | +0.9% | 0.19% | +2.7% |
Q3 2015 | $994,000 | -33.2% | 36,820 | -27.5% | 0.19% | -23.5% |
Q2 2015 | $1,488,000 | -6.3% | 50,814 | -3.3% | 0.24% | -4.0% |
Q1 2015 | $1,588,000 | +5.9% | 52,531 | +2.6% | 0.25% | +7.7% |
Q4 2014 | $1,499,000 | +0.5% | 51,206 | +2.9% | 0.24% | -1.7% |
Q3 2014 | $1,491,000 | -3.4% | 49,774 | -2.2% | 0.24% | +2.1% |
Q2 2014 | $1,544,000 | +9.4% | 50,911 | +8.2% | 0.23% | +14.1% |
Q1 2014 | $1,411,000 | -2.8% | 47,058 | -3.7% | 0.20% | -1.4% |
Q4 2013 | $1,452,000 | -16.9% | 48,856 | -22.9% | 0.21% | -20.0% |
Q3 2013 | $1,747,000 | -10.3% | 63,353 | -15.9% | 0.26% | -11.0% |
Q2 2013 | $1,947,000 | – | 75,308 | – | 0.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |