ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 217 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $513,759 | +200587.1% | 3,883 | +194050.0% | 0.01% | – |
| Q1 2024 | $256 | -26.9% | 2 | -33.3% | 0.00% | – |
| Q4 2023 | $350 | +67.5% | 3 | +50.0% | 0.00% | – |
| Q3 2023 | $209 | -99.8% | 2 | -99.8% | 0.00% | -100.0% |
| Q2 2023 | $92,839 | +16390.1% | 857 | -84.8% | 0.00% | -83.3% |
| Q1 2023 | $563 | -39.2% | 5,627 | -43.2% | 0.02% | -52.6% |
| Q4 2022 | $926 | -99.6% | 9,909 | +239.0% | 0.04% | +850.0% |
| Q3 2022 | $256,000 | -35.2% | 2,923 | -31.7% | 0.00% | -55.6% |
| Q2 2022 | $395,000 | – | 4,279 | +213850.0% | 0.01% | – |
| Q1 2022 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $927,000 | – | 7,861 | +392950.0% | 0.02% | – |
| Q3 2021 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q2 2021 | $2,688,000 | +4877.8% | 24,897 | +4502.0% | 0.07% | +6900.0% |
| Q1 2021 | $54,000 | +217.6% | 541 | +189.3% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | -95.8% | 187 | -92.4% | 0.00% | -80.0% |
| Q3 2020 | $408,000 | -75.6% | 2,448 | -77.6% | 0.01% | -92.8% |
| Q2 2020 | $1,675,000 | – | 10,943 | +1094200.0% | 0.07% | – |
| Q1 2020 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $320,000 | -23.1% | 2,007 | -28.8% | 0.03% | -6.9% |
| Q3 2019 | $416,000 | -68.6% | 2,818 | -68.9% | 0.03% | -67.4% |
| Q2 2019 | $1,323,000 | +59.4% | 9,052 | +54.1% | 0.09% | +78.0% |
| Q1 2019 | $830,000 | +510.3% | 5,875 | +526.3% | 0.05% | +400.0% |
| Q3 2018 | $136,000 | -82.6% | 938 | -83.6% | 0.01% | -77.3% |
| Q2 2018 | $781,000 | +1561.7% | 5,727 | +1136.9% | 0.04% | +528.6% |
| Q1 2016 | $47,000 | – | 463 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |