ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,737,000 | +4.6% | 93,202 | +8.4% | 0.00% | +50.0% |
| Q2 2023 | $9,310,000 | +17.1% | 85,950 | +8.2% | 0.00% | 0.0% |
| Q1 2023 | $7,952,000 | -31.1% | 79,469 | -35.7% | 0.00% | -33.3% |
| Q4 2022 | $11,549,000 | +76.3% | 123,582 | +65.5% | 0.00% | +50.0% |
| Q3 2022 | $6,549,000 | -16.8% | 74,678 | -12.4% | 0.00% | 0.0% |
| Q2 2022 | $7,872,000 | -18.8% | 85,237 | -2.1% | 0.00% | 0.0% |
| Q1 2022 | $9,693,000 | -2.6% | 87,037 | +3.1% | 0.00% | 0.0% |
| Q4 2021 | $9,948,000 | +50.4% | 84,418 | +37.7% | 0.00% | 0.0% |
| Q3 2021 | $6,615,000 | -1.3% | 61,314 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $6,704,000 | -36.4% | 62,091 | -41.2% | 0.00% | -33.3% |
| Q1 2021 | $10,548,000 | +95.3% | 105,615 | +84.4% | 0.00% | +50.0% |
| Q4 2020 | $5,401,000 | +6.7% | 57,267 | +88.7% | 0.00% | 0.0% |
| Q3 2020 | $5,060,000 | +2.8% | 30,355 | -5.6% | 0.00% | 0.0% |
| Q2 2020 | $4,923,000 | +45.9% | 32,155 | +20.2% | 0.00% | 0.0% |
| Q1 2020 | $3,375,000 | -49.6% | 26,754 | -36.2% | 0.00% | 0.0% |
| Q4 2019 | $6,694,000 | +57.8% | 41,939 | +45.9% | 0.00% | 0.0% |
| Q3 2019 | $4,243,000 | +8.4% | 28,754 | +7.4% | 0.00% | 0.0% |
| Q2 2019 | $3,913,000 | +3.0% | 26,782 | -0.5% | 0.00% | 0.0% |
| Q1 2019 | $3,800,000 | -65.3% | 26,907 | -69.4% | 0.00% | -60.0% |
| Q4 2018 | $10,955,000 | +273.9% | 88,022 | +337.3% | 0.01% | +400.0% |
| Q3 2018 | $2,930,000 | +6.7% | 20,127 | -0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,745,000 | +4.1% | 20,133 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $2,637,000 | -5.1% | 19,962 | -4.0% | 0.00% | 0.0% |
| Q4 2017 | $2,780,000 | +8.3% | 20,802 | +2.2% | 0.00% | 0.0% |
| Q3 2017 | $2,566,000 | +8.6% | 20,356 | +4.5% | 0.00% | 0.0% |
| Q2 2017 | $2,362,000 | +24.7% | 19,471 | +21.6% | 0.00% | 0.0% |
| Q1 2017 | $1,894,000 | +9.0% | 16,011 | +3.2% | 0.00% | 0.0% |
| Q4 2016 | $1,738,000 | +7.2% | 15,510 | +3.9% | 0.00% | 0.0% |
| Q3 2016 | $1,621,000 | -29.4% | 14,931 | -31.9% | 0.00% | 0.0% |
| Q2 2016 | $2,295,000 | -14.5% | 21,935 | -16.2% | 0.00% | -50.0% |
| Q1 2016 | $2,685,000 | +12.2% | 26,185 | +11.6% | 0.00% | 0.0% |
| Q4 2015 | $2,393,000 | +45.6% | 23,467 | +37.8% | 0.00% | +100.0% |
| Q3 2015 | $1,643,000 | -48.0% | 17,028 | -43.8% | 0.00% | -50.0% |
| Q2 2015 | $3,160,000 | -13.7% | 30,303 | -13.2% | 0.00% | -33.3% |
| Q1 2015 | $3,661,000 | +7.6% | 34,909 | +6.3% | 0.00% | +50.0% |
| Q4 2014 | $3,402,000 | +19.8% | 32,854 | +14.7% | 0.00% | 0.0% |
| Q3 2014 | $2,839,000 | +2.9% | 28,649 | +2.9% | 0.00% | 0.0% |
| Q2 2014 | $2,758,000 | -10.7% | 27,831 | -14.5% | 0.00% | 0.0% |
| Q1 2014 | $3,088,000 | -9.7% | 32,568 | -11.1% | 0.00% | 0.0% |
| Q4 2013 | $3,420,000 | +32.2% | 36,651 | +20.7% | 0.00% | 0.0% |
| Q3 2013 | $2,587,000 | +23.3% | 30,377 | +16.9% | 0.00% | 0.0% |
| Q2 2013 | $2,098,000 | – | 25,994 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |