ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 214 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $800 | +3.2% | 6,049 | 0.0% | 0.41% | +16.4% |
| Q1 2024 | $775 | +9.9% | 6,049 | 0.0% | 0.35% | +0.6% |
| Q4 2023 | $705 | +11.6% | 6,049 | 0.0% | 0.35% | +4.2% |
| Q3 2023 | $632 | -3.5% | 6,049 | 0.0% | 0.34% | -0.6% |
| Q2 2023 | $655 | +8.3% | 6,049 | +0.1% | 0.34% | +3.7% |
| Q1 2023 | $605 | -1.1% | 6,044 | -7.6% | 0.33% | -3.8% |
| Q4 2022 | $612 | -99.9% | 6,544 | 0.0% | 0.34% | +7.6% |
| Q3 2022 | $574,000 | -11.8% | 6,544 | -7.1% | 0.32% | -6.5% |
| Q2 2022 | $651,000 | -22.5% | 7,044 | -6.6% | 0.34% | -8.9% |
| Q1 2022 | $840,000 | -8.0% | 7,544 | -2.6% | 0.37% | -2.9% |
| Q4 2021 | $913,000 | +9.3% | 7,744 | 0.0% | 0.38% | +2.1% |
| Q3 2021 | $835,000 | -0.4% | 7,744 | -0.3% | 0.37% | -1.8% |
| Q2 2021 | $838,000 | +8.1% | 7,764 | 0.0% | 0.38% | +2.4% |
| Q1 2021 | $775,000 | -7.7% | 7,764 | -12.9% | 0.37% | -10.4% |
| Q4 2020 | $840,000 | +1.7% | 8,910 | +79.8% | 0.42% | -13.9% |
| Q3 2020 | $826,000 | +9.0% | 4,955 | 0.0% | 0.48% | +0.2% |
| Q2 2020 | $758,000 | +21.3% | 4,955 | 0.0% | 0.48% | +2.3% |
| Q1 2020 | $625,000 | -21.0% | 4,955 | 0.0% | 0.47% | -1.7% |
| Q4 2019 | $791,000 | +8.2% | 4,955 | 0.0% | 0.48% | -3.4% |
| Q3 2019 | $731,000 | +1.0% | 4,955 | 0.0% | 0.50% | -1.2% |
| Q2 2019 | $724,000 | +3.4% | 4,955 | 0.0% | 0.50% | -3.8% |
| Q1 2019 | $700,000 | +8.2% | 4,955 | -4.7% | 0.52% | -1.1% |
| Q4 2018 | $647,000 | -14.5% | 5,202 | 0.0% | 0.53% | +2.7% |
| Q3 2018 | $757,000 | +6.8% | 5,202 | 0.0% | 0.51% | +0.8% |
| Q2 2018 | $709,000 | -4.2% | 5,202 | -7.1% | 0.51% | -6.1% |
| Q1 2018 | $740,000 | -2.0% | 5,602 | -0.9% | 0.54% | -0.6% |
| Q4 2017 | $755,000 | +6.0% | 5,652 | 0.0% | 0.54% | +3.0% |
| Q3 2017 | $712,000 | +3.8% | 5,652 | 0.0% | 0.53% | +3.5% |
| Q2 2017 | $686,000 | +2.7% | 5,652 | 0.0% | 0.51% | +1.6% |
| Q1 2017 | $668,000 | +5.5% | 5,652 | 0.0% | 0.50% | +2.0% |
| Q4 2016 | $633,000 | +3.3% | 5,652 | 0.0% | 0.49% | -1.2% |
| Q3 2016 | $613,000 | +4.3% | 5,652 | +0.5% | 0.50% | -0.4% |
| Q2 2016 | $588,000 | +1.9% | 5,624 | 0.0% | 0.50% | +0.2% |
| Q1 2016 | $577,000 | +0.7% | 5,624 | 0.0% | 0.50% | -0.6% |
| Q4 2015 | $573,000 | +5.5% | 5,624 | 0.0% | 0.50% | -0.2% |
| Q3 2015 | $543,000 | -7.3% | 5,624 | 0.0% | 0.50% | +0.2% |
| Q2 2015 | $586,000 | -0.7% | 5,624 | 0.0% | 0.50% | -2.9% |
| Q1 2015 | $590,000 | +1.4% | 5,624 | 0.0% | 0.52% | -1.9% |
| Q4 2014 | $582,000 | – | 5,624 | – | 0.53% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 45,202 | $4,514,000 | 2.27% |
| Sterling Investment Advisors, Ltd. | 47,076 | $5,371,000 | 1.73% |
| Townsend & Associates, Inc | 20,468 | $2,044,000 | 1.33% |
| Savant Capital, LLC | 186,776 | $18,651,000 | 1.00% |
| IBEX WEALTH ADVISORS | 31,473 | $3,143,000 | 0.78% |
| Ballew Advisors, Inc | 19,522 | $1,972,000 | 0.73% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,071,000 | 0.71% |
| Mathes Company, Inc. | 17,260 | $1,724,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 9,395 | $938,000 | 0.64% |
| TrinityPoint Wealth, LLC | 24,662 | $2,463,000 | 0.57% |