ISHARES TR (ISZE)
Institutional ownership reported to the SEC as of Q2 2024, across 23 quarters.
5
Reporting holders
$5.0M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock Inc. | $3.5M | 135,915 | 0.00% | 23q | +1071.5%+$3.2M |
| JANE STREET GROUP, LLC | $1.3M | 49,912 | 0.00% | 23q | -54.6%-$1.5M |
| GHP Investment Advisors, Inc. | $124.0K | 4,800 | 0.01% | 10q | HELD |
| BANK OF AMERICA CORP /DE/ | $74.6K | 2,886 | 0.00% | 23q | +6.8%+$4.8K |
| UBS Group AG | $2.4K | 92 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2024 | 5 | $5.0M | 193,605 | 0 | 2 | 1 | 0.0% |
| Q1 2024 | 6 | $4.6M | 172,845 | 0 | 1 | 2 | 0.0% |
| Q4 2023 | 8 | $4.3M | 166,082 | 2 | 2 | 1 | 0.0% |
| Q3 2023 | 7 | $4.6M | 188,337 | 1 | 1 | 4 | 0.0% |
| Q2 2023 | 6 | $4.5M | 176,501 | 0 | 1 | 4 | 0.0% |
| Q1 2023 | 8 | $21.9M | 852,156 | 0 | 3 | 4 | 0.0% |
| Q4 2022 | 10 | $20.5M | 852,898 | 3 | 3 | 3 | 0.0% |
| Q3 2022 | 8 | $12.1M | 578,902 | 1 | 2 | 3 | 0.0% |
| Q2 2022 | 8 | $13.5M | 579,614 | 0 | 4 | 2 | 0.0% |
| Q1 2022 | 8 | $15.8M | 575,751 | 1 | 4 | 3 | 0.0% |
| Q4 2021 | 7 | $5.2M | 178,741 | 0 | 5 | 2 | 0.0% |
| Q3 2021 | 9 | $23.8M | 762,805 | 0 | 3 | 6 | 0.0% |
| Q2 2021 | 9 | $17.7M | 560,245 | 1 | 6 | 2 | 0.0% |
| Q1 2021 | 8 | $29.4M | 952,682 | 2 | 3 | 3 | 0.0% |
| Q4 2020 | 6 | $28.2M | 963,527 | 2 | 3 | 0 | 0.0% |
| Q3 2020 | 4 | $19.7M | 764,779 | 0 | 3 | 1 | 0.0% |
| Q2 2020 | 5 | $18.4M | 764,287 | 0 | 3 | 1 | 0.0% |
| Q1 2020 | 6 | $7.4M | 357,799 | 1 | 0 | 5 | 0.0% |
| Q4 2019 | 5 | $15.4M | 548,409 | 1 | 3 | 1 | 0.0% |
| Q3 2019 | 4 | $3.8M | 143,797 | 0 | 1 | 2 | 0.0% |
| Q2 2019 | 5 | $6.8M | 257,446 | 0 | 3 | 1 | 0.0% |
| Q1 2019 | 5 | $4.0M | 152,572 | 0 | 1 | 2 | 0.0% |
| Q4 2018 | 5 | $3.8M | 159,307 | 1 | 0 | 0 | 0.0% |