ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,529,220 | -3.2% | 72,969 | +2.0% | 0.00% | -33.3% |
| Q2 2023 | $1,579,296 | -1.3% | 71,554 | +3.7% | 0.00% | -25.0% |
| Q1 2023 | $1,600,237 | -18.0% | 69,008 | -20.9% | 0.00% | -20.0% |
| Q4 2022 | $1,951,246 | +55.0% | 87,219 | +43.5% | 0.01% | -28.6% |
| Q3 2022 | $1,259,000 | -12.9% | 60,781 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $1,446,000 | +42.6% | 58,343 | +71.6% | 0.01% | +133.3% |
| Q1 2022 | $1,014,000 | -7.3% | 33,993 | +2.2% | 0.00% | -25.0% |
| Q4 2021 | $1,094,000 | – | 33,245 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strengthening Families & Communities, LLC | 216,281 | $4,607 | 1.99% |
| First Citizens Financial Corp | 35,966 | $766,076 | 0.54% |
| Beta Wealth Group, Inc. | 42,041 | $895,465 | 0.53% |
| Econ Financial Services Corp | 26,250 | $559,125 | 0.41% |
| PGIM Custom Harvest LLC | 487,450 | $10,382,685 | 0.38% |
| Dakota Wealth Management | 401,785 | $8,558,016 | 0.38% |
| Antonetti Capital Management LLC | 10,920 | $233,763 | 0.36% |
| First Heartland Consultants, Inc. | 80,681 | $1,719 | 0.22% |
| Family Firm, Inc. | 18,526 | $394,612 | 0.11% |
| NBT BANK N A /NY | 46,841 | $997,714 | 0.10% |