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 | $357,008 | -6.1% | 3,417 | -2.6% | 0.29% | +12.5% |
| Q2 2023 | $380,238 | +8.3% | 3,510 | 0.0% | 0.26% | -0.4% |
| Q1 2023 | $351,246 | +106987.2% | 3,510 | 0.0% | 0.26% | +5.7% |
| Q4 2022 | $328 | -99.9% | 3,510 | 0.0% | 0.24% | -4.3% |
| Q3 2022 | $308,000 | -6.9% | 3,510 | -2.1% | 0.26% | +2.0% |
| Q2 2022 | $331,000 | -17.0% | 3,586 | 0.0% | 0.25% | -1.6% |
| Q1 2022 | $399,000 | -9.1% | 3,586 | -3.7% | 0.25% | -1.2% |
| Q4 2021 | $439,000 | +9.2% | 3,725 | 0.0% | 0.26% | -1.2% |
| Q3 2021 | $402,000 | 0.0% | 3,725 | 0.0% | 0.26% | +0.8% |
| Q2 2021 | $402,000 | +8.1% | 3,725 | 0.0% | 0.26% | +1.2% |
| Q1 2021 | $372,000 | -4.4% | 3,725 | -9.8% | 0.26% | -7.6% |
| Q4 2020 | $389,000 | +13.1% | 4,128 | +100.0% | 0.28% | +1.8% |
| Q3 2020 | $344,000 | +5.8% | 2,064 | -2.7% | 0.27% | -3.9% |
| Q2 2020 | $325,000 | +12.5% | 2,122 | -7.2% | 0.28% | -3.8% |
| Q1 2020 | $289,000 | -20.8% | 2,287 | 0.0% | 0.29% | +4.3% |
| Q4 2019 | $365,000 | +8.3% | 2,287 | 0.0% | 0.28% | -5.7% |
| Q3 2019 | $337,000 | -0.6% | 2,287 | -1.5% | 0.30% | 0.0% |
| Q2 2019 | $339,000 | +3.4% | 2,321 | 0.0% | 0.30% | +2.8% |
| Q1 2019 | $328,000 | +13.5% | 2,321 | 0.0% | 0.29% | +1.8% |
| Q4 2018 | $289,000 | -17.9% | 2,321 | -4.1% | 0.28% | -4.7% |
| Q3 2018 | $352,000 | +6.7% | 2,421 | 0.0% | 0.30% | +0.7% |
| Q2 2018 | $330,000 | +0.6% | 2,421 | -2.4% | 0.30% | +0.7% |
| Q1 2018 | $328,000 | -1.2% | 2,481 | 0.0% | 0.30% | +3.9% |
| Q4 2017 | $332,000 | 0.0% | 2,481 | -6.0% | 0.28% | -5.3% |
| Q3 2017 | $332,000 | +3.8% | 2,638 | 0.0% | 0.30% | +3.1% |
| Q2 2017 | $320,000 | +2.6% | 2,638 | 0.0% | 0.29% | +4.3% |
| Q1 2017 | $312,000 | +5.4% | 2,638 | 0.0% | 0.28% | +4.1% |
| Q4 2016 | $296,000 | +3.5% | 2,638 | 0.0% | 0.27% | +3.5% |
| Q3 2016 | $286,000 | +3.6% | 2,638 | 0.0% | 0.26% | +3.2% |
| Q2 2016 | $276,000 | +1.1% | 2,638 | -0.8% | 0.25% | -4.9% |
| Q1 2016 | $273,000 | +0.7% | 2,660 | 0.0% | 0.26% | -6.4% |
| Q4 2015 | $271,000 | +3.0% | 2,660 | -2.2% | 0.28% | -4.7% |
| Q3 2015 | $263,000 | -9.0% | 2,721 | -1.8% | 0.30% | -3.9% |
| Q2 2015 | $289,000 | -0.7% | 2,771 | 0.0% | 0.31% | -2.8% |
| Q1 2015 | $291,000 | -2.0% | 2,771 | -3.3% | 0.32% | +6.7% |
| Q4 2014 | $297,000 | +0.7% | 2,865 | -3.7% | 0.30% | +3.1% |
| Q3 2014 | $295,000 | 0.0% | 2,975 | 0.0% | 0.29% | +6.7% |
| Q2 2014 | $295,000 | +1.0% | 2,975 | -3.4% | 0.27% | -5.9% |
| Q1 2014 | $292,000 | +1.7% | 3,080 | 0.0% | 0.29% | +0.3% |
| Q4 2013 | $287,000 | +9.5% | 3,080 | 0.0% | 0.29% | -3.1% |
| Q3 2013 | $262,000 | +1.6% | 3,080 | -3.8% | 0.30% | -2.0% |
| Q2 2013 | $258,000 | – | 3,200 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |