ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 143 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151,496 | +4.4% | 1,450 | 0.0% | 0.07% | -3.9% |
| Q2 2023 | $145,102 | +99970.3% | 1,450 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $145 | +6.6% | 1,450 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $136 | -99.9% | 1,450 | 0.0% | 0.08% | -54.5% |
| Q3 2022 | $127,000 | -5.2% | 1,450 | 0.0% | 0.16% | 0.0% |
| Q2 2022 | $134,000 | -16.8% | 1,450 | 0.0% | 0.16% | -7.8% |
| Q1 2022 | $161,000 | -5.8% | 1,450 | 0.0% | 0.18% | -7.7% |
| Q4 2021 | $171,000 | +9.6% | 1,450 | 0.0% | 0.19% | +2.1% |
| Q3 2021 | $156,000 | -0.6% | 1,450 | 0.0% | 0.19% | -3.1% |
| Q2 2021 | $157,000 | +8.3% | 1,450 | 0.0% | 0.20% | -4.9% |
| Q1 2021 | $145,000 | +5.8% | 1,450 | 0.0% | 0.21% | -9.3% |
| Q4 2020 | $137,000 | +13.2% | 1,450 | +100.0% | 0.23% | -2.6% |
| Q3 2020 | $121,000 | +9.0% | 725 | 0.0% | 0.23% | -15.6% |
| Q2 2020 | $111,000 | +22.0% | 725 | 0.0% | 0.28% | +9.1% |
| Q1 2020 | $91,000 | -21.6% | 725 | 0.0% | 0.25% | -32.0% |
| Q4 2019 | $116,000 | -4.1% | 725 | -11.6% | 0.37% | -8.8% |
| Q3 2019 | $121,000 | +0.8% | 820 | 0.0% | 0.41% | -0.2% |
| Q2 2019 | $120,000 | +3.4% | 820 | 0.0% | 0.41% | -0.7% |
| Q1 2019 | $116,000 | -2.5% | 820 | 0.0% | 0.41% | +1.2% |
| Q3 2018 | $119,000 | -1.7% | 820 | -7.3% | 0.41% | -10.2% |
| Q2 2018 | $121,000 | +3.4% | 885 | 0.0% | 0.45% | -2.4% |
| Q1 2018 | $117,000 | -0.8% | 885 | 0.0% | 0.46% | -0.4% |
| Q4 2017 | $118,000 | 0.0% | 885 | -5.3% | 0.47% | -6.8% |
| Q3 2017 | $118,000 | +4.4% | 935 | 0.0% | 0.50% | -7.1% |
| Q2 2017 | $113,000 | +1.8% | 935 | 0.0% | 0.54% | +3.9% |
| Q1 2017 | $111,000 | +5.7% | 935 | 0.0% | 0.52% | -0.8% |
| Q4 2016 | $105,000 | -23.9% | 935 | -26.4% | 0.52% | -27.5% |
| Q3 2016 | $138,000 | +3.8% | 1,270 | 0.0% | 0.72% | +1.7% |
| Q2 2016 | $133,000 | +2.3% | 1,270 | 0.0% | 0.71% | -1.1% |
| Q1 2016 | $130,000 | 0.0% | 1,270 | 0.0% | 0.72% | -6.3% |
| Q4 2015 | $130,000 | +5.7% | 1,270 | 0.0% | 0.76% | +6.0% |
| Q3 2015 | $123,000 | -6.8% | 1,270 | 0.0% | 0.72% | -13.4% |
| Q2 2015 | $132,000 | -0.8% | 1,270 | 0.0% | 0.83% | -5.2% |
| Q1 2015 | $133,000 | +0.8% | 1,270 | 0.0% | 0.88% | -2.2% |
| Q4 2014 | $132,000 | +4.8% | 1,270 | 0.0% | 0.90% | -7.4% |
| Q3 2014 | $126,000 | 0.0% | 1,270 | 0.0% | 0.97% | -2.1% |
| Q2 2014 | $126,000 | +5.0% | 1,270 | 0.0% | 0.99% | +3.3% |
| Q1 2014 | $120,000 | +300.0% | 1,270 | +296.9% | 0.96% | +225.4% |
| Q4 2013 | $30,000 | – | 320 | – | 0.30% | – |
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% |