ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940 | -5.7% | 9,000 | -2.2% | 0.44% | 0.0% |
| Q2 2023 | $997 | -37.3% | 9,200 | -45.9% | 0.44% | -45.6% |
| Q4 2022 | $1,589 | -99.9% | 17,000 | 0.0% | 0.80% | -3.5% |
| Q3 2022 | $1,491,000 | -5.0% | 17,000 | 0.0% | 0.83% | +8.9% |
| Q2 2022 | $1,570,000 | -17.5% | 17,000 | -0.6% | 0.76% | +3.4% |
| Q1 2022 | $1,904,000 | -5.5% | 17,100 | 0.0% | 0.74% | +7.1% |
| Q4 2021 | $2,015,000 | +9.2% | 17,100 | 0.0% | 0.69% | +0.6% |
| Q3 2021 | $1,845,000 | -0.1% | 17,100 | 0.0% | 0.68% | +3.2% |
| Q2 2021 | $1,846,000 | +7.1% | 17,100 | -0.9% | 0.66% | -0.3% |
| Q1 2021 | $1,724,000 | +5.9% | 17,260 | 0.0% | 0.67% | +0.8% |
| Q4 2020 | $1,628,000 | +12.7% | 17,260 | +99.1% | 0.66% | -1.8% |
| Q3 2020 | $1,445,000 | +7.8% | 8,670 | -1.0% | 0.67% | +0.9% |
| Q2 2020 | $1,340,000 | +14.2% | 8,755 | -5.8% | 0.67% | -14.5% |
| Q1 2020 | $1,173,000 | -26.3% | 9,295 | -6.8% | 0.78% | +5.0% |
| Q4 2019 | $1,592,000 | +7.9% | 9,975 | -0.2% | 0.74% | -2.4% |
| Q3 2019 | $1,475,000 | +1.0% | 10,000 | 0.0% | 0.76% | -1.7% |
| Q2 2019 | $1,461,000 | +2.8% | 10,000 | -0.6% | 0.77% | +7.1% |
| Q1 2019 | $1,421,000 | +11.9% | 10,065 | -1.4% | 0.72% | -9.7% |
| Q4 2018 | $1,270,000 | -14.5% | 10,205 | 0.0% | 0.80% | +15.6% |
| Q3 2018 | $1,485,000 | -3.5% | 10,205 | -9.6% | 0.69% | -5.6% |
| Q2 2018 | $1,539,000 | +2.3% | 11,285 | -0.9% | 0.73% | +4.6% |
| Q1 2018 | $1,504,000 | -2.1% | 11,385 | -1.0% | 0.70% | -0.1% |
| Q4 2017 | $1,536,000 | +6.0% | 11,500 | 0.0% | 0.70% | +3.1% |
| Q3 2017 | $1,449,000 | +3.9% | 11,500 | 0.0% | 0.68% | +2.1% |
| Q2 2017 | $1,395,000 | -4.8% | 11,500 | -7.3% | 0.67% | -14.4% |
| Q1 2017 | $1,466,000 | +2.2% | 12,400 | -3.1% | 0.78% | -1.3% |
| Q4 2016 | $1,434,000 | +3.2% | 12,800 | 0.0% | 0.79% | +0.4% |
| Q3 2016 | $1,389,000 | +3.7% | 12,800 | 0.0% | 0.79% | +0.8% |
| Q2 2016 | $1,339,000 | +2.1% | 12,800 | 0.0% | 0.78% | -0.9% |
| Q1 2016 | $1,312,000 | +0.5% | 12,800 | 0.0% | 0.79% | +6.3% |
| Q4 2015 | $1,305,000 | +5.7% | 12,800 | 0.0% | 0.74% | -9.1% |
| Q3 2015 | $1,235,000 | -7.4% | 12,800 | 0.0% | 0.82% | +14.3% |
| Q2 2015 | $1,334,000 | -9.7% | 12,800 | -9.2% | 0.71% | -5.9% |
| Q1 2015 | $1,478,000 | -0.2% | 14,100 | -1.4% | 0.76% | -2.2% |
| Q4 2014 | $1,481,000 | +4.4% | 14,300 | 0.0% | 0.78% | +8.5% |
| Q3 2014 | $1,418,000 | 0.0% | 14,300 | 0.0% | 0.71% | +1.9% |
| Q2 2014 | $1,418,000 | -7.7% | 14,300 | -11.7% | 0.70% | -14.8% |
| Q1 2014 | $1,536,000 | +32.8% | 16,200 | +30.6% | 0.82% | +32.5% |
| Q4 2013 | $1,157,000 | – | 12,400 | – | 0.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |