ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,107,653 | -3.6% | 29,744 | 0.0% | 0.16% | -2.5% |
Q2 2023 | $3,222,168 | +8.3% | 29,744 | 0.0% | 0.16% | +4.5% |
Q1 2023 | $2,976,482 | +7.1% | 29,744 | 0.0% | 0.16% | +9.9% |
Q4 2022 | $2,779,577 | +6.5% | 29,744 | 0.0% | 0.14% | +10.9% |
Q3 2022 | $2,609,000 | -5.0% | 29,744 | 0.0% | 0.13% | -3.8% |
Q2 2022 | $2,747,000 | -17.1% | 29,744 | 0.0% | 0.13% | -26.9% |
Q1 2022 | $3,312,000 | -5.5% | 29,744 | 0.0% | 0.18% | -2.7% |
Q4 2021 | $3,505,000 | +9.3% | 29,744 | 0.0% | 0.19% | -0.5% |
Q3 2021 | $3,208,000 | -0.1% | 29,744 | 0.0% | 0.19% | +3.3% |
Q2 2021 | $3,211,000 | +8.1% | 29,744 | 0.0% | 0.18% | -4.2% |
Q1 2021 | $2,970,000 | +5.9% | 29,744 | 0.0% | 0.19% | -0.5% |
Q4 2020 | $2,805,000 | +3.0% | 29,744 | +82.1% | 0.19% | -10.3% |
Q3 2020 | $2,722,000 | -5.8% | 16,333 | -13.5% | 0.21% | -20.5% |
Q2 2020 | $2,889,000 | +21.3% | 18,874 | 0.0% | 0.27% | +14.5% |
Q1 2020 | $2,381,000 | -21.0% | 18,874 | 0.0% | 0.23% | -16.1% |
Q4 2019 | $3,013,000 | +8.2% | 18,874 | 0.0% | 0.28% | +11.6% |
Q3 2019 | $2,785,000 | +1.0% | 18,874 | 0.0% | 0.25% | +8.7% |
Q2 2019 | $2,758,000 | +3.5% | 18,874 | 0.0% | 0.23% | +5.5% |
Q1 2019 | $2,666,000 | +13.5% | 18,874 | 0.0% | 0.22% | +22.5% |
Q4 2018 | $2,349,000 | -14.5% | 18,874 | 0.0% | 0.18% | -24.3% |
Q3 2018 | $2,747,000 | +6.8% | 18,874 | 0.0% | 0.24% | +6.8% |
Q2 2018 | $2,573,000 | -2.6% | 18,874 | -5.6% | 0.22% | -4.3% |
Q1 2018 | $2,642,000 | – | 20,000 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |