ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 137 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,569,936 | -6.1% | 15,026 | -2.6% | 0.01% | +11.1% |
| Q2 2023 | $1,671,769 | +8.7% | 15,432 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $1,538,428 | +5.3% | 15,374 | -1.7% | 0.01% | +12.5% |
| Q4 2022 | $1,460,772 | +4.5% | 15,632 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $1,398,000 | -10.3% | 15,941 | -5.6% | 0.01% | -11.1% |
| Q2 2022 | $1,559,000 | -18.0% | 16,884 | -1.1% | 0.01% | 0.0% |
| Q1 2022 | $1,902,000 | -6.4% | 17,078 | -0.9% | 0.01% | 0.0% |
| Q4 2021 | $2,031,000 | +9.5% | 17,231 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $1,854,000 | -1.0% | 17,191 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $1,872,000 | -13.4% | 17,335 | -19.9% | 0.01% | -25.0% |
| Q1 2021 | $2,162,000 | +4.9% | 21,653 | -0.9% | 0.01% | 0.0% |
| Q4 2020 | $2,061,000 | -1.6% | 21,846 | +72.5% | 0.01% | -14.3% |
| Q3 2020 | $2,095,000 | -6.0% | 12,667 | -13.0% | 0.01% | -12.5% |
| Q2 2020 | $2,229,000 | +21.8% | 14,560 | +0.4% | 0.02% | +6.7% |
| Q1 2020 | $1,830,000 | -22.1% | 14,508 | -1.7% | 0.02% | 0.0% |
| Q4 2019 | $2,349,000 | +8.0% | 14,755 | +0.0% | 0.02% | 0.0% |
| Q3 2019 | $2,176,000 | +0.0% | 14,749 | -0.9% | 0.02% | +7.1% |
| Q2 2019 | $2,175,000 | +62.6% | 14,884 | +57.1% | 0.01% | +55.6% |
| Q1 2019 | $1,338,000 | +11.8% | 9,476 | -2.4% | 0.01% | -10.0% |
| Q4 2018 | $1,197,000 | -16.8% | 9,708 | -1.7% | 0.01% | 0.0% |
| Q3 2018 | $1,438,000 | +2.1% | 9,880 | -4.3% | 0.01% | 0.0% |
| Q2 2018 | $1,408,000 | -0.1% | 10,325 | -3.2% | 0.01% | -9.1% |
| Q1 2018 | $1,409,000 | -2.2% | 10,662 | -1.1% | 0.01% | 0.0% |
| Q4 2017 | $1,440,000 | +4.7% | 10,779 | -1.2% | 0.01% | -8.3% |
| Q3 2017 | $1,375,000 | +0.2% | 10,912 | -3.5% | 0.01% | 0.0% |
| Q2 2017 | $1,372,000 | -5.1% | 11,310 | -7.5% | 0.01% | -7.7% |
| Q1 2017 | $1,446,000 | +9.8% | 12,226 | +4.1% | 0.01% | 0.0% |
| Q4 2016 | $1,317,000 | -0.5% | 11,750 | -3.6% | 0.01% | 0.0% |
| Q3 2016 | $1,323,000 | -2.4% | 12,190 | -5.5% | 0.01% | -7.1% |
| Q2 2016 | $1,355,000 | -4.2% | 12,903 | -6.5% | 0.01% | -12.5% |
| Q1 2016 | $1,414,000 | -3.7% | 13,797 | -4.2% | 0.02% | -5.9% |
| Q4 2015 | $1,469,000 | -5.5% | 14,407 | -10.6% | 0.02% | -10.5% |
| Q3 2015 | $1,554,000 | -14.3% | 16,110 | -7.3% | 0.02% | -9.5% |
| Q2 2015 | $1,813,000 | -17.7% | 17,388 | -16.9% | 0.02% | -22.2% |
| Q1 2015 | $2,204,000 | -60.1% | 20,934 | -60.8% | 0.03% | -35.7% |
| Q4 2014 | $5,530,000 | +116.4% | 53,402 | +107.2% | 0.04% | -4.5% |
| Q3 2014 | $2,555,000 | +3.9% | 25,767 | +3.9% | 0.04% | -4.3% |
| Q2 2014 | $2,458,000 | +1.6% | 24,793 | -2.8% | 0.05% | -11.5% |
| Q1 2014 | $2,420,000 | +6.5% | 25,520 | +4.8% | 0.05% | -32.5% |
| Q4 2013 | $2,272,000 | +12.0% | 24,341 | +2.3% | 0.08% | +18.5% |
| Q3 2013 | $2,028,000 | +23.0% | 23,797 | +16.4% | 0.06% | +47.7% |
| Q2 2013 | $1,649,000 | – | 20,436 | – | 0.04% | – |
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% |