ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,339,987 | -5.4% | 41,539 | -1.9% | 0.02% | -5.6% |
| Q2 2023 | $4,587,126 | -7.1% | 42,344 | -14.2% | 0.02% | -18.2% |
| Q1 2023 | $4,939,270 | +5.3% | 49,358 | -1.7% | 0.02% | -8.3% |
| Q4 2022 | $4,689,963 | +2.5% | 50,187 | -3.8% | 0.02% | -11.1% |
| Q3 2022 | $4,577,000 | -6.2% | 52,189 | -1.3% | 0.03% | -12.9% |
| Q2 2022 | $4,882,000 | -17.1% | 52,859 | -0.0% | 0.03% | -18.4% |
| Q1 2022 | $5,888,000 | -16.8% | 52,874 | -12.0% | 0.04% | -22.4% |
| Q4 2021 | $7,078,000 | +9.6% | 60,055 | +0.3% | 0.05% | -9.3% |
| Q3 2021 | $6,458,000 | -4.6% | 59,869 | -4.5% | 0.05% | -14.3% |
| Q2 2021 | $6,771,000 | +8.1% | 62,712 | -0.0% | 0.06% | -7.4% |
| Q1 2021 | $6,263,000 | -0.2% | 62,717 | -5.7% | 0.07% | -18.1% |
| Q4 2020 | $6,276,000 | +11.2% | 66,543 | +98.1% | 0.08% | -11.7% |
| Q3 2020 | $5,642,000 | +7.1% | 33,596 | -1.9% | 0.09% | +8.0% |
| Q2 2020 | $5,270,000 | +33.5% | 34,249 | +4.6% | 0.09% | 0.0% |
| Q1 2020 | $3,949,000 | -24.6% | 32,730 | +0.6% | 0.09% | +4.8% |
| Q4 2019 | $5,236,000 | +31.6% | 32,536 | +20.7% | 0.08% | -40.7% |
| Q3 2019 | $3,979,000 | 0.0% | 26,966 | -1.0% | 0.14% | -4.8% |
| Q2 2019 | $3,979,000 | +3.2% | 27,227 | -0.2% | 0.15% | -5.8% |
| Q1 2019 | $3,854,000 | +128366.7% | 27,286 | +97350.0% | 0.16% | +15500.0% |
| Q2 2014 | $3,000 | – | 28 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |