ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 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 | 0.0% | 5 | +25.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 4 | -20.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 5 | +25.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 4 | -20.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 5 | +25.0% | 0.00% | -100.0% |
| Q1 2022 | $1,000 | 0.0% | 4 | 0.0% | 0.04% | +33.3% |
| Q4 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.03% | +16.7% |
| Q2 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.02% | +14.3% |
| Q4 2020 | $1,000 | 0.0% | 4 | +100.0% | 0.02% | +16.7% |
| Q3 2020 | $1,000 | 0.0% | 2 | -50.0% | 0.02% | – |
| Q2 2020 | $1,000 | 0.0% | 4 | +100.0% | 0.00% | -100.0% |
| Q1 2020 | $1,000 | 0.0% | 2 | 0.0% | 0.02% | +28.6% |
| Q4 2019 | $1,000 | 0.0% | 2 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $1,000 | 0.0% | 2 | -60.0% | 0.01% | – |
| Q2 2019 | $1,000 | 0.0% | 5 | +150.0% | 0.00% | -100.0% |
| Q1 2019 | $1,000 | -50.0% | 2 | -80.0% | 0.01% | +500.0% |
| Q4 2018 | $2,000 | -33.3% | 10 | -44.4% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 18 | -21.7% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 23 | -20.7% | 0.00% | -100.0% |
| Q4 2017 | $4,000 | 0.0% | 29 | -6.5% | 0.00% | – |
| Q3 2017 | $4,000 | -99.2% | 31 | -99.3% | 0.00% | -100.0% |
| Q2 2017 | $508,000 | -4.9% | 4,182 | -7.3% | 0.07% | +7.8% |
| Q1 2017 | $534,000 | +0.9% | 4,509 | -4.3% | 0.06% | +1.6% |
| Q4 2016 | $529,000 | -11.2% | 4,713 | -14.1% | 0.06% | -3.1% |
| Q3 2016 | $596,000 | -33.6% | 5,487 | -36.0% | 0.06% | -27.8% |
| Q2 2016 | $897,000 | -39.3% | 8,572 | -40.5% | 0.09% | -28.0% |
| Q1 2016 | $1,477,000 | -18.1% | 14,402 | -18.6% | 0.12% | -5.3% |
| Q4 2015 | $1,804,000 | +5.8% | 17,688 | +0.1% | 0.13% | -3.6% |
| Q3 2015 | $1,705,000 | +7.6% | 17,663 | +16.2% | 0.14% | +20.2% |
| Q2 2015 | $1,585,000 | +200.2% | 15,201 | +202.3% | 0.11% | +208.1% |
| Q1 2015 | $528,000 | +528.6% | 5,028 | +525.4% | 0.04% | +428.6% |
| Q4 2014 | $84,000 | – | 804 | – | 0.01% | – |
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% |