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 | $430,937 | -30.7% | 20,232 | -28.1% | 0.00% | 0.0% |
| Q2 2023 | $621,573 | -13.5% | 28,125 | -9.4% | 0.00% | 0.0% |
| Q1 2023 | $718,953 | -8.2% | 31,043 | -11.1% | 0.00% | 0.0% |
| Q4 2022 | $782,823 | -1.0% | 34,901 | -7.9% | 0.00% | -50.0% |
| Q3 2022 | $791,000 | -38.6% | 37,891 | -26.1% | 0.00% | 0.0% |
| Q2 2022 | $1,289,000 | -18.9% | 51,293 | -3.6% | 0.00% | -33.3% |
| Q1 2022 | $1,590,000 | -38.5% | 53,195 | -32.3% | 0.00% | -25.0% |
| Q4 2021 | $2,585,000 | +23.8% | 78,551 | +22.1% | 0.00% | +33.3% |
| Q3 2021 | $2,088,000 | +28.9% | 64,353 | +32.0% | 0.00% | 0.0% |
| Q2 2021 | $1,620,000 | +13.0% | 48,768 | +10.0% | 0.00% | +50.0% |
| Q1 2021 | $1,433,000 | +58.3% | 44,339 | +48.0% | 0.00% | 0.0% |
| Q4 2020 | $905,000 | +51.8% | 29,956 | +36.7% | 0.00% | +100.0% |
| Q3 2020 | $596,000 | +4.7% | 21,921 | +6.4% | 0.00% | 0.0% |
| Q2 2020 | $569,000 | -2.2% | 20,609 | -12.0% | 0.00% | -50.0% |
| Q1 2020 | $582,000 | -6.4% | 23,414 | +12.5% | 0.00% | +100.0% |
| Q4 2019 | $622,000 | – | 20,816 | – | 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% |