ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,433,591 | +3.3% | 23,292 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $2,355,465 | +21.0% | 21,743 | +11.8% | 0.00% | 0.0% |
| Q1 2023 | $1,946,886 | +2.0% | 19,455 | -4.8% | 0.00% | 0.0% |
| Q4 2022 | $1,909,465 | +5.3% | 20,433 | -1.2% | 0.00% | 0.0% |
| Q3 2022 | $1,814,000 | +15.1% | 20,689 | +21.3% | 0.00% | 0.0% |
| Q2 2022 | $1,576,000 | -7.7% | 17,062 | +11.3% | 0.00% | 0.0% |
| Q1 2022 | $1,708,000 | -1.4% | 15,333 | +4.3% | 0.00% | 0.0% |
| Q4 2021 | $1,732,000 | +8.5% | 14,701 | -0.7% | 0.00% | 0.0% |
| Q3 2021 | $1,596,000 | -6.7% | 14,799 | -6.6% | 0.00% | 0.0% |
| Q2 2021 | $1,711,000 | +8.4% | 15,849 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $1,578,000 | -10.2% | 15,803 | -15.2% | 0.00% | -25.0% |
| Q4 2020 | $1,757,000 | +13.1% | 18,631 | +99.9% | 0.00% | 0.0% |
| Q3 2020 | $1,554,000 | +0.3% | 9,321 | -7.9% | 0.00% | -20.0% |
| Q2 2020 | $1,550,000 | +44.7% | 10,125 | +19.2% | 0.01% | +25.0% |
| Q1 2020 | $1,071,000 | +195.9% | 8,492 | +274.9% | 0.00% | +300.0% |
| Q4 2019 | $362,000 | +376.3% | 2,265 | +338.1% | 0.00% | – |
| Q3 2019 | $76,000 | -26.2% | 517 | -26.8% | 0.00% | – |
| Q2 2019 | $103,000 | -23.7% | 706 | -26.0% | 0.00% | -100.0% |
| Q1 2019 | $135,000 | +13.4% | 954 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $119,000 | -13.1% | 954 | +1.2% | 0.00% | 0.0% |
| Q3 2018 | $137,000 | +26.9% | 943 | +19.1% | 0.00% | 0.0% |
| Q2 2018 | $108,000 | +13.7% | 792 | +10.5% | 0.00% | 0.0% |
| Q1 2018 | $95,000 | -1.0% | 717 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $96,000 | +2.1% | 717 | -3.4% | 0.00% | 0.0% |
| Q3 2017 | $94,000 | -29.3% | 742 | -32.4% | 0.00% | 0.0% |
| Q2 2017 | $133,000 | +95.6% | 1,098 | +92.3% | 0.00% | 0.0% |
| Q1 2017 | $68,000 | -16.0% | 571 | -20.6% | 0.00% | 0.0% |
| Q4 2016 | $81,000 | +145.5% | 719 | +125.4% | 0.00% | – |
| Q2 2016 | $33,000 | -15.4% | 319 | -16.9% | 0.00% | -100.0% |
| Q1 2016 | $39,000 | +95.0% | 384 | +92.0% | 0.00% | – |
| Q4 2015 | $20,000 | +100.0% | 200 | +100.0% | 0.00% | – |
| Q3 2015 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2015 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2015 | $10,000 | -16.7% | 100 | -16.7% | 0.00% | – |
| Q4 2014 | $12,000 | -7.7% | 120 | -7.7% | 0.00% | – |
| Q3 2014 | $13,000 | -65.8% | 130 | -67.5% | 0.00% | -100.0% |
| Q1 2014 | $38,000 | +22.6% | 400 | +20.1% | 0.00% | +100.0% |
| Q4 2013 | $31,000 | +10.7% | 333 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $28,000 | +115.4% | 333 | +110.8% | 0.00% | 0.0% |
| Q2 2013 | $13,000 | – | 158 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |