ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,635 | +1.4% | 15,647 | +5.2% | 0.01% | +14.3% |
| Q2 2023 | $1,612 | -48.4% | 14,876 | -52.4% | 0.01% | -53.3% |
| Q1 2023 | $3,124 | +133.8% | 31,222 | +118.5% | 0.02% | +114.3% |
| Q4 2022 | $1,336 | -100.0% | 14,291 | -55.0% | 0.01% | -56.2% |
| Q3 2022 | $2,786,000 | -6.4% | 31,766 | -1.4% | 0.02% | 0.0% |
| Q2 2022 | $2,976,000 | -21.9% | 32,225 | -5.9% | 0.02% | -11.1% |
| Q1 2022 | $3,812,000 | -39.7% | 34,235 | -36.1% | 0.02% | -35.7% |
| Q4 2021 | $6,317,000 | +11.8% | 53,599 | +2.3% | 0.03% | 0.0% |
| Q3 2021 | $5,650,000 | +0.6% | 52,374 | +0.6% | 0.03% | +3.7% |
| Q2 2021 | $5,619,000 | +8.1% | 52,044 | -0.0% | 0.03% | -3.6% |
| Q1 2021 | $5,199,000 | +3.4% | 52,066 | -2.3% | 0.03% | -3.4% |
| Q4 2020 | $5,029,000 | +18.4% | 53,317 | +109.3% | 0.03% | 0.0% |
| Q3 2020 | $4,246,000 | +15.6% | 25,477 | +6.2% | 0.03% | +3.6% |
| Q2 2020 | $3,672,000 | +43.0% | 23,991 | +17.8% | 0.03% | +12.0% |
| Q1 2020 | $2,568,000 | -72.4% | 20,359 | -65.0% | 0.02% | -65.3% |
| Q4 2019 | $9,290,000 | +2.2% | 58,191 | -5.6% | 0.07% | -10.0% |
| Q3 2019 | $9,092,000 | +5.3% | 61,623 | +4.3% | 0.08% | +1.3% |
| Q2 2019 | $8,634,000 | +73.5% | 59,085 | +67.7% | 0.08% | +64.6% |
| Q1 2019 | $4,976,000 | +100.3% | 35,232 | +76.5% | 0.05% | +77.8% |
| Q4 2018 | $2,484,000 | -5.9% | 19,956 | +10.1% | 0.03% | +8.0% |
| Q3 2018 | $2,639,000 | +9.1% | 18,132 | +2.2% | 0.02% | -3.8% |
| Q2 2018 | $2,418,000 | +4.0% | 17,735 | +0.7% | 0.03% | 0.0% |
| Q1 2018 | $2,326,000 | +20.0% | 17,606 | +21.4% | 0.03% | +13.0% |
| Q4 2017 | $1,938,000 | +103.4% | 14,507 | +91.9% | 0.02% | +76.9% |
| Q3 2017 | $953,000 | +38.3% | 7,560 | +33.0% | 0.01% | +30.0% |
| Q2 2017 | $689,000 | +11.9% | 5,683 | +9.0% | 0.01% | -9.1% |
| Q1 2017 | $616,000 | +4.8% | 5,212 | -0.7% | 0.01% | 0.0% |
| Q4 2016 | $588,000 | -0.3% | 5,248 | -3.4% | 0.01% | 0.0% |
| Q3 2016 | $590,000 | +10.3% | 5,433 | +6.2% | 0.01% | 0.0% |
| Q2 2016 | $535,000 | -7.4% | 5,117 | -9.2% | 0.01% | -15.4% |
| Q1 2016 | $578,000 | +5.1% | 5,634 | +4.5% | 0.01% | 0.0% |
| Q4 2015 | $550,000 | +20.9% | 5,391 | +14.4% | 0.01% | 0.0% |
| Q3 2015 | $455,000 | +0.2% | 4,713 | +8.2% | 0.01% | 0.0% |
| Q2 2015 | $454,000 | +10.2% | 4,354 | +10.8% | 0.01% | +8.3% |
| Q1 2015 | $412,000 | +0.7% | 3,931 | -0.5% | 0.01% | -7.7% |
| Q4 2014 | $409,000 | +7.1% | 3,949 | +2.6% | 0.01% | +18.2% |
| Q3 2014 | $382,000 | -7.3% | 3,849 | -7.3% | 0.01% | -21.4% |
| Q2 2014 | $412,000 | +28.0% | 4,152 | +22.1% | 0.01% | +16.7% |
| Q1 2014 | $322,000 | +3.9% | 3,400 | +2.5% | 0.01% | -7.7% |
| Q4 2013 | $310,000 | +19.2% | 3,318 | +8.6% | 0.01% | +18.2% |
| Q3 2013 | $260,000 | +14.5% | 3,056 | +8.7% | 0.01% | -8.3% |
| Q2 2013 | $227,000 | – | 2,812 | – | 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% |