ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,665,232 | +0.4% | 35,081 | +4.1% | 0.00% | 0.0% |
| Q2 2023 | $3,650,256 | +7.3% | 33,696 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $3,402,758 | +14.6% | 34,004 | +7.0% | 0.00% | 0.0% |
| Q4 2022 | $2,969,350 | +17.6% | 31,775 | +10.3% | 0.00% | +100.0% |
| Q3 2022 | $2,526,000 | -1.9% | 28,802 | +3.2% | 0.00% | 0.0% |
| Q2 2022 | $2,576,000 | -24.1% | 27,897 | -8.5% | 0.00% | -50.0% |
| Q1 2022 | $3,394,000 | +1.5% | 30,474 | +7.4% | 0.00% | 0.0% |
| Q4 2021 | $3,343,000 | -0.1% | 28,364 | -8.5% | 0.00% | 0.0% |
| Q3 2021 | $3,345,000 | -7.1% | 31,013 | -7.0% | 0.00% | 0.0% |
| Q2 2021 | $3,602,000 | +16.2% | 33,357 | +7.4% | 0.00% | 0.0% |
| Q1 2021 | $3,100,000 | -10.6% | 31,045 | -15.6% | 0.00% | -33.3% |
| Q4 2020 | $3,469,000 | +49.0% | 36,781 | +163.3% | 0.00% | +50.0% |
| Q3 2020 | $2,328,000 | +11.9% | 13,969 | +2.8% | 0.00% | 0.0% |
| Q2 2020 | $2,080,000 | +17.2% | 13,591 | -3.4% | 0.00% | 0.0% |
| Q1 2020 | $1,774,000 | -35.5% | 14,064 | -18.4% | 0.00% | -33.3% |
| Q4 2019 | $2,752,000 | -6.4% | 17,237 | -13.5% | 0.00% | 0.0% |
| Q3 2019 | $2,941,000 | -4.3% | 19,931 | -5.2% | 0.00% | -25.0% |
| Q2 2019 | $3,073,000 | +5.9% | 21,029 | +2.3% | 0.00% | 0.0% |
| Q1 2019 | $2,903,000 | +21.4% | 20,554 | +7.0% | 0.00% | 0.0% |
| Q4 2018 | $2,392,000 | +905.0% | 19,218 | +1002.6% | 0.00% | +300.0% |
| Q2 2018 | $238,000 | +3.5% | 1,743 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $230,000 | -87.1% | 1,743 | -87.0% | 0.00% | -75.0% |
| Q4 2017 | $1,788,000 | +4.5% | 13,390 | -1.4% | 0.00% | 0.0% |
| Q3 2017 | $1,711,000 | +1.5% | 13,579 | -2.2% | 0.00% | -20.0% |
| Q2 2017 | $1,685,000 | +2.5% | 13,888 | +0.0% | 0.01% | 0.0% |
| Q1 2017 | $1,644,000 | -49.1% | 13,887 | -51.8% | 0.01% | -58.3% |
| Q4 2016 | $3,228,000 | -53.1% | 28,804 | -54.5% | 0.01% | -55.6% |
| Q3 2016 | $6,877,000 | +248.4% | 63,363 | +235.9% | 0.03% | +237.5% |
| Q2 2016 | $1,974,000 | +35.7% | 18,863 | +32.9% | 0.01% | +33.3% |
| Q1 2016 | $1,455,000 | +5.7% | 14,198 | +5.3% | 0.01% | 0.0% |
| Q4 2015 | $1,376,000 | +11.1% | 13,489 | +5.1% | 0.01% | 0.0% |
| Q3 2015 | $1,238,000 | -15.3% | 12,836 | -8.4% | 0.01% | -14.3% |
| Q2 2015 | $1,461,000 | +6.4% | 14,014 | +7.0% | 0.01% | 0.0% |
| Q1 2015 | $1,373,000 | -59.7% | 13,092 | -60.3% | 0.01% | -80.0% |
| Q4 2014 | $3,411,000 | -43.7% | 32,941 | -46.1% | 0.04% | -42.6% |
| Q3 2014 | $6,062,000 | -54.2% | 61,143 | -54.2% | 0.06% | -55.8% |
| Q2 2014 | $13,232,000 | +2.6% | 133,479 | -1.8% | 0.14% | -3.5% |
| Q1 2014 | $12,892,000 | +114.9% | 135,968 | +82.9% | 0.14% | +83.3% |
| Q2 2013 | $6,000,000 | – | 74,360 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |