ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,321 | -3.5% | 5,487 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $594,376 | -53.9% | 5,487 | -57.4% | 0.00% | 0.0% |
| Q1 2023 | $1,288,001 | +4.5% | 12,871 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $1,232,325 | +18.5% | 13,187 | +11.3% | 0.00% | 0.0% |
| Q3 2022 | $1,040,000 | -3.3% | 11,853 | +1.7% | 0.00% | 0.0% |
| Q2 2022 | $1,076,000 | -17.4% | 11,656 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,303,000 | -24.6% | 11,700 | -20.2% | 0.00% | -25.0% |
| Q4 2021 | $1,728,000 | +12.1% | 14,660 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $1,542,000 | -2.8% | 14,291 | -2.7% | 0.00% | 0.0% |
| Q2 2021 | $1,586,000 | +9.6% | 14,691 | +1.4% | 0.00% | -20.0% |
| Q1 2021 | $1,447,000 | +5.9% | 14,487 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $1,366,000 | +13.2% | 14,487 | +100.0% | 0.00% | -20.0% |
| Q3 2020 | $1,207,000 | +8.8% | 7,243 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,109,000 | +306.2% | 7,243 | +234.1% | 0.01% | +150.0% |
| Q1 2020 | $273,000 | -40.8% | 2,168 | -24.9% | 0.00% | 0.0% |
| Q4 2019 | $461,000 | +75.3% | 2,886 | +62.0% | 0.00% | +100.0% |
| Q3 2019 | $263,000 | +14.8% | 1,782 | +13.8% | 0.00% | 0.0% |
| Q2 2019 | $229,000 | +3.6% | 1,566 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $221,000 | -2.2% | 1,566 | +0.7% | 0.00% | 0.0% |
| Q3 2018 | $226,000 | +6.6% | 1,555 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $212,000 | -38.4% | 1,555 | -40.3% | 0.00% | -50.0% |
| Q1 2018 | $344,000 | +42.7% | 2,604 | +44.7% | 0.00% | 0.0% |
| Q4 2017 | $241,000 | +19.3% | 1,800 | +12.5% | 0.00% | +100.0% |
| Q3 2017 | $202,000 | -29.9% | 1,600 | -32.5% | 0.00% | -50.0% |
| Q2 2017 | $288,000 | -28.4% | 2,372 | -30.3% | 0.00% | -33.3% |
| Q1 2017 | $402,000 | +12.0% | 3,403 | +6.4% | 0.00% | 0.0% |
| Q4 2016 | $359,000 | -34.0% | 3,199 | -36.1% | 0.00% | -40.0% |
| Q3 2016 | $544,000 | +106.1% | 5,004 | +98.3% | 0.01% | +66.7% |
| Q2 2016 | $264,000 | -40.1% | 2,524 | -40.7% | 0.00% | -40.0% |
| Q4 2014 | $441,000 | – | 4,254 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |