ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 217 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $579,521 | +3.3% | 4,380 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $561,034 | +9.9% | 4,380 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $510,403 | -15.4% | 4,380 | -24.1% | 0.01% | -22.2% |
| Q3 2023 | $603,267 | +106296.3% | 5,774 | +10.3% | 0.02% | +12.5% |
| Q2 2023 | $567 | -12.1% | 5,235 | -18.8% | 0.02% | -20.0% |
| Q1 2023 | $645 | +7.0% | 6,449 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $603 | -99.9% | 6,449 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $566,000 | -4.9% | 6,449 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $595,000 | -24.2% | 6,449 | -8.5% | 0.02% | -12.5% |
| Q1 2022 | $785,000 | -5.5% | 7,049 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $831,000 | +12.4% | 7,049 | +2.9% | 0.02% | 0.0% |
| Q3 2021 | $739,000 | -0.1% | 6,849 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $740,000 | +8.2% | 6,849 | 0.0% | 0.02% | +4.2% |
| Q1 2021 | $684,000 | +1.8% | 6,849 | -3.9% | 0.02% | -7.7% |
| Q4 2020 | $672,000 | +20.0% | 7,124 | +111.9% | 0.03% | +8.3% |
| Q3 2020 | $560,000 | +97.9% | 3,362 | +81.9% | 0.02% | +71.4% |
| Q2 2020 | $283,000 | +21.5% | 1,848 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $233,000 | -21.0% | 1,848 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $295,000 | +8.1% | 1,848 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $273,000 | +1.1% | 1,848 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $270,000 | +23.3% | 1,848 | +19.4% | 0.02% | +15.4% |
| Q1 2019 | $219,000 | -2.7% | 1,548 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $225,000 | +6.6% | 1,548 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $211,000 | +2.9% | 1,548 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $205,000 | -1.0% | 1,548 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $207,000 | – | 1,548 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |