ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 158 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,130,952 | -3.5% | 29,967 | +0.1% | 0.05% | -3.9% |
| Q2 2023 | $3,244,099 | -1.6% | 29,946 | -9.1% | 0.05% | -7.3% |
| Q1 2023 | $3,295,624 | +8.1% | 32,933 | +0.9% | 0.06% | 0.0% |
| Q4 2022 | $3,049,658 | -33.4% | 32,634 | -37.5% | 0.06% | -54.5% |
| Q3 2022 | $4,576,000 | -3.0% | 52,179 | +2.2% | 0.12% | +13.1% |
| Q2 2022 | $4,716,000 | -17.9% | 51,061 | -1.0% | 0.11% | -7.0% |
| Q1 2022 | $5,746,000 | +13.5% | 51,596 | +20.1% | 0.12% | +11.7% |
| Q4 2021 | $5,063,000 | +11.3% | 42,960 | +1.8% | 0.10% | +15.7% |
| Q3 2021 | $4,551,000 | -2.7% | 42,189 | -2.6% | 0.09% | -19.8% |
| Q2 2021 | $4,677,000 | +9.6% | 43,321 | +1.4% | 0.11% | -5.1% |
| Q1 2021 | $4,267,000 | +5.0% | 42,726 | -0.8% | 0.12% | -10.0% |
| Q4 2020 | $4,064,000 | +16.3% | 43,092 | +105.5% | 0.13% | -0.8% |
| Q3 2020 | $3,494,000 | -15.7% | 20,966 | -22.5% | 0.13% | -26.0% |
| Q2 2020 | $4,143,000 | +16.1% | 27,064 | -4.3% | 0.18% | -7.8% |
| Q1 2020 | $3,568,000 | +8.8% | 28,285 | +37.5% | 0.19% | +37.1% |
| Q4 2019 | $3,280,000 | -2.7% | 20,576 | -9.8% | 0.14% | -6.0% |
| Q3 2019 | $3,372,000 | +4.3% | 22,820 | +3.1% | 0.15% | +3.5% |
| Q2 2019 | $3,232,000 | +9.4% | 22,127 | +5.5% | 0.14% | -2.0% |
| Q1 2019 | $2,954,000 | +16.5% | 20,971 | +2.9% | 0.15% | -0.7% |
| Q4 2018 | $2,536,000 | -17.6% | 20,387 | -3.8% | 0.15% | -2.0% |
| Q3 2018 | $3,079,000 | +31.1% | 21,188 | +22.9% | 0.15% | +11.9% |
| Q2 2018 | $2,349,000 | +4.3% | 17,246 | +1.1% | 0.14% | -0.7% |
| Q1 2018 | $2,252,000 | -1.3% | 17,062 | +0.0% | 0.14% | -2.2% |
| Q4 2017 | $2,282,000 | +10.5% | 17,057 | +4.0% | 0.14% | +12.1% |
| Q3 2017 | $2,065,000 | +3.0% | 16,400 | -0.8% | 0.12% | -1.6% |
| Q2 2017 | $2,005,000 | -6.2% | 16,540 | -8.3% | 0.13% | -11.9% |
| Q1 2017 | $2,138,000 | -23.6% | 18,038 | -27.8% | 0.14% | -32.2% |
| Q4 2016 | $2,799,000 | +2.3% | 24,996 | -0.9% | 0.21% | +0.5% |
| Q3 2016 | $2,736,000 | -3.6% | 25,217 | -7.1% | 0.21% | -4.5% |
| Q2 2016 | $2,837,000 | +3.6% | 27,147 | +1.6% | 0.22% | -3.9% |
| Q1 2016 | $2,738,000 | +4.1% | 26,730 | +3.9% | 0.23% | +3.2% |
| Q4 2015 | $2,629,000 | +8.4% | 25,737 | +2.6% | 0.22% | -3.9% |
| Q3 2015 | $2,425,000 | -2.2% | 25,076 | +5.5% | 0.23% | +9.5% |
| Q2 2015 | $2,479,000 | +1.4% | 23,760 | +1.7% | 0.21% | -6.2% |
| Q1 2015 | $2,445,000 | +1.2% | 23,355 | +0.2% | 0.22% | -4.3% |
| Q4 2014 | $2,416,000 | -1.0% | 23,313 | -5.3% | 0.24% | +26.3% |
| Q3 2014 | $2,441,000 | +9.3% | 24,607 | +9.1% | 0.19% | -25.9% |
| Q2 2014 | $2,234,000 | +278.0% | 22,549 | +262.2% | 0.25% | +209.9% |
| Q1 2014 | $591,000 | – | 6,225 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |