ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 81 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $204,287 | +0.4% | 1,544 | -2.8% | 0.01% | 0.0% |
| Q1 2024 | $203,535 | -12.6% | 1,589 | -19.7% | 0.01% | -12.5% |
| Q4 2021 | $233,000 | +8.9% | 1,980 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $214,000 | 0.0% | 1,980 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $214,000 | +44.6% | 1,980 | +95.3% | 0.01% | 0.0% |
| Q2 2019 | $148,000 | -6.9% | 1,014 | -9.8% | 0.01% | -11.1% |
| Q1 2019 | $159,000 | -45.5% | 1,124 | -52.1% | 0.01% | -50.0% |
| Q4 2018 | $292,000 | -14.6% | 2,349 | 0.0% | 0.02% | -5.3% |
| Q3 2018 | $342,000 | -3.1% | 2,349 | -9.3% | 0.02% | -9.5% |
| Q2 2018 | $353,000 | +11.7% | 2,591 | +8.2% | 0.02% | +10.5% |
| Q1 2018 | $316,000 | -11.0% | 2,394 | -9.8% | 0.02% | -13.6% |
| Q4 2017 | $355,000 | +6.0% | 2,655 | 0.0% | 0.02% | +4.8% |
| Q3 2017 | $335,000 | +4.0% | 2,655 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $322,000 | +2.5% | 2,655 | 0.0% | 0.02% | -4.5% |
| Q1 2017 | $314,000 | +5.7% | 2,655 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $297,000 | +3.1% | 2,655 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $288,000 | +3.6% | 2,655 | 0.0% | 0.02% | -4.3% |
| Q2 2016 | $278,000 | -13.7% | 2,655 | -15.9% | 0.02% | -25.8% |
| Q1 2016 | $322,000 | 0.0% | 3,158 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $322,000 | +21.1% | 3,158 | +14.7% | 0.03% | +3.3% |
| Q3 2015 | $266,000 | -84.0% | 2,754 | -82.7% | 0.03% | -72.7% |
| Q2 2015 | $1,660,000 | +472.4% | 15,923 | +476.1% | 0.11% | +254.8% |
| Q1 2015 | $290,000 | -3.0% | 2,764 | -4.2% | 0.03% | +3.3% |
| Q4 2014 | $299,000 | +4.5% | 2,884 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $286,000 | -24.5% | 2,884 | -24.5% | 0.03% | -23.1% |
| Q2 2014 | $379,000 | +4.7% | 3,821 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $362,000 | +1.4% | 3,821 | 0.0% | 0.04% | +5.4% |
| Q4 2013 | $357,000 | +3.5% | 3,821 | -5.9% | 0.04% | -7.5% |
| Q3 2013 | $345,000 | -6.2% | 4,059 | -11.1% | 0.04% | -11.1% |
| Q2 2013 | $368,000 | -52.3% | 4,567 | -53.3% | 0.04% | -2.2% |
| Q1 2013 | $772,000 | – | 9,784 | – | 0.05% | – |
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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% |