ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,784 | -28.3% | 3,865 | -25.7% | 0.00% | 0.0% |
| Q2 2023 | $563,316 | +8.3% | 5,200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $520,364 | +122.4% | 5,200 | +94.8% | 0.00% | 0.0% |
| Q3 2022 | $234,000 | -5.3% | 2,670 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $247,000 | -9.5% | 2,670 | +5.5% | 0.00% | 0.0% |
| Q3 2021 | $273,000 | 0.0% | 2,530 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $273,000 | +7.9% | 2,530 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $253,000 | +5.9% | 2,530 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $239,000 | +13.3% | 2,530 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $211,000 | -23.0% | 1,265 | -41.7% | 0.00% | 0.0% |
| Q1 2020 | $274,000 | -55.4% | 2,168 | -43.6% | 0.00% | -50.0% |
| Q4 2019 | $614,000 | +8.3% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $567,000 | +0.9% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $562,000 | +3.5% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $543,000 | +13.6% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $478,000 | -14.5% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $559,000 | +6.7% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $524,000 | +3.1% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $508,000 | -1.2% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $514,000 | +6.2% | 3,843 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $484,000 | – | 3,843 | – | 0.00% | – |
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% |