ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 123 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $117,435 | -3.6% | 1,124 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $121,762 | +8.3% | 1,124 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $112,478 | +7.1% | 1,124 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $105,037 | +6.1% | 1,124 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $99,000 | -4.8% | 1,124 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $104,000 | -16.8% | 1,124 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $125,000 | -12.6% | 1,124 | -7.2% | 0.01% | 0.0% |
| Q4 2021 | $143,000 | +9.2% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $131,000 | -31.1% | 1,211 | -31.2% | 0.01% | -37.5% |
| Q2 2021 | $190,000 | +8.0% | 1,761 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $176,000 | -15.4% | 1,761 | -20.2% | 0.01% | -20.0% |
| Q4 2020 | $208,000 | +31.6% | 2,208 | +76.6% | 0.01% | -16.7% |
| Q1 2020 | $158,000 | -21.0% | 1,250 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $200,000 | +8.7% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $184,000 | +0.5% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $183,000 | +3.4% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $177,000 | +7.9% | 1,250 | -5.4% | 0.01% | -7.1% |
| Q4 2018 | $164,000 | -9.9% | 1,321 | +5.7% | 0.01% | +7.7% |
| Q3 2018 | $182,000 | +7.1% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $170,000 | +3.0% | 1,250 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $165,000 | -1.2% | 1,250 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $167,000 | +5.7% | 1,250 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $158,000 | +3.9% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $152,000 | +2.7% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $148,000 | +5.7% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $140,000 | +2.9% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $136,000 | +3.8% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $131,000 | +2.3% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $128,000 | -16.3% | 1,250 | -16.7% | 0.02% | -16.7% |
| Q4 2015 | $153,000 | +5.5% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $145,000 | -7.1% | 1,500 | 0.0% | 0.02% | +5.9% |
| Q2 2015 | $156,000 | -0.6% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $157,000 | +1.3% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $155,000 | +4.0% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $149,000 | 0.0% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $149,000 | +4.9% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $142,000 | +1.4% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $140,000 | +9.4% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $128,000 | +5.8% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $121,000 | – | 1,500 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |