ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 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 ↓ |
|---|---|---|---|
| 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% |