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 | $3,953,928 | +164.6% | 37,844 | +174.4% | 0.01% | +133.3% |
| Q2 2023 | $1,494,291 | -34.2% | 13,794 | -39.2% | 0.00% | -25.0% |
| Q1 2023 | $2,270,057 | +4.1% | 22,685 | -2.8% | 0.00% | 0.0% |
| Q4 2022 | $2,181,201 | -65.4% | 23,341 | -67.5% | 0.00% | -71.4% |
| Q3 2022 | $6,298,000 | +61.4% | 71,818 | +70.0% | 0.01% | +75.0% |
| Q2 2022 | $3,902,000 | +189.7% | 42,250 | +249.2% | 0.01% | +166.7% |
| Q1 2022 | $1,347,000 | -1.3% | 12,100 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $1,365,000 | +3.8% | 11,585 | -5.0% | 0.00% | 0.0% |
| Q3 2021 | $1,315,000 | -1.6% | 12,191 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $1,337,000 | -3.0% | 12,389 | -10.2% | 0.00% | 0.0% |
| Q1 2021 | $1,378,000 | +9.7% | 13,800 | +3.6% | 0.00% | 0.0% |
| Q4 2020 | $1,256,000 | +18.0% | 13,318 | +108.6% | 0.00% | 0.0% |
| Q3 2020 | $1,064,000 | +13.9% | 6,383 | +4.6% | 0.00% | 0.0% |
| Q2 2020 | $934,000 | -52.5% | 6,103 | -60.9% | 0.00% | -66.7% |
| Q1 2020 | $1,967,000 | -36.5% | 15,593 | -19.6% | 0.01% | -10.0% |
| Q4 2019 | $3,096,000 | +11.3% | 19,394 | +2.8% | 0.01% | 0.0% |
| Q3 2019 | $2,782,000 | -4.1% | 18,859 | -5.0% | 0.01% | -9.1% |
| Q2 2019 | $2,901,000 | -74.8% | 19,847 | -75.6% | 0.01% | -77.1% |
| Q1 2019 | $11,493,000 | +341.9% | 81,377 | +289.4% | 0.05% | +242.9% |
| Q4 2018 | $2,601,000 | -16.1% | 20,898 | -1.9% | 0.01% | 0.0% |
| Q3 2018 | $3,099,000 | +10.9% | 21,294 | +3.9% | 0.01% | 0.0% |
| Q2 2018 | $2,795,000 | +3.2% | 20,500 | -0.0% | 0.01% | -12.5% |
| Q1 2018 | $2,709,000 | +0.3% | 20,509 | +1.4% | 0.02% | -5.9% |
| Q4 2017 | $2,702,000 | +0.7% | 20,219 | -5.1% | 0.02% | 0.0% |
| Q3 2017 | $2,684,000 | +3.8% | 21,295 | -0.1% | 0.02% | -5.6% |
| Q2 2017 | $2,585,000 | +5.2% | 21,307 | +2.6% | 0.02% | -5.3% |
| Q1 2017 | $2,457,000 | +10.2% | 20,777 | +4.4% | 0.02% | 0.0% |
| Q4 2016 | $2,230,000 | -9.0% | 19,903 | -11.9% | 0.02% | -13.6% |
| Q3 2016 | $2,451,000 | +4.3% | 22,583 | +0.5% | 0.02% | -4.3% |
| Q2 2016 | $2,351,000 | +6.2% | 22,466 | +4.1% | 0.02% | -8.0% |
| Q1 2016 | $2,213,000 | -13.4% | 21,586 | -13.9% | 0.02% | -16.7% |
| Q4 2015 | $2,556,000 | +37.6% | 25,068 | +30.3% | 0.03% | -3.2% |
| Q3 2015 | $1,857,000 | -46.9% | 19,243 | -55.6% | 0.03% | -69.6% |
| Q2 2013 | $3,498,000 | – | 43,345 | – | 0.10% | – |
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% |