ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 115 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $935,070 | +16.6% | 43,900 | +16.1% | 0.00% | 0.0% |
| Q3 2022 | $802,000 | +22.1% | 37,800 | +71.0% | 0.00% | -50.0% |
| Q1 2019 | $657,000 | 0.0% | 22,100 | -12.3% | 0.00% | 0.0% |
| Q4 2018 | $657,000 | -28.0% | 25,200 | -17.8% | 0.00% | 0.0% |
| Q3 2018 | $912,000 | -29.6% | 30,644 | -36.0% | 0.00% | -33.3% |
| Q2 2018 | $1,295,000 | 0.0% | 47,909 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,295,000 | +251.9% | 47,909 | +295.9% | 0.00% | +200.0% |
| Q3 2017 | $368,000 | +46.0% | 12,100 | +55.1% | 0.00% | 0.0% |
| Q2 2017 | $252,000 | – | 7,800 | – | 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% |