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 | $275,452 | +5.1% | 12,932 | +9.1% | 0.00% | 0.0% |
| Q2 2023 | $261,973 | -4.6% | 11,854 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $274,539 | +3.3% | 11,854 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $265,885 | +1.1% | 11,854 | -5.8% | 0.00% | 0.0% |
| Q3 2022 | $263,000 | -16.8% | 12,589 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $316,000 | -16.0% | 12,589 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $376,000 | -9.2% | 12,589 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $414,000 | +3.0% | 12,589 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $402,000 | -2.4% | 12,398 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $412,000 | +2.7% | 12,398 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $401,000 | +65.7% | 12,398 | +54.7% | 0.00% | +100.0% |
| Q4 2020 | $242,000 | +11.0% | 8,015 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $218,000 | -49.4% | 8,015 | -48.8% | 0.00% | -50.0% |
| Q2 2020 | $431,000 | +102.3% | 15,648 | +82.7% | 0.00% | +100.0% |
| Q1 2020 | $213,000 | +50.0% | 8,566 | +80.7% | 0.00% | 0.0% |
| Q4 2019 | $142,000 | +2.9% | 4,741 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $138,000 | -1.4% | 4,741 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $140,000 | -0.7% | 4,741 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $141,000 | -21.7% | 4,741 | -30.4% | 0.00% | 0.0% |
| Q4 2018 | $180,000 | +31.4% | 6,816 | +48.0% | 0.00% | 0.0% |
| Q3 2018 | $137,000 | +7.9% | 4,606 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $127,000 | +2.4% | 4,606 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $124,000 | – | 4,606 | – | 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% |