ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,010,990 | +3.7% | 9,676 | +7.5% | 0.01% | -14.3% |
| Q2 2023 | $974,872 | +3.7% | 8,999 | -4.2% | 0.01% | 0.0% |
| Q1 2023 | $939,910 | +4.5% | 9,393 | -2.4% | 0.01% | 0.0% |
| Q4 2022 | $899,324 | +13.4% | 9,624 | +6.4% | 0.01% | -30.0% |
| Q3 2022 | $793,000 | -5.0% | 9,048 | +0.1% | 0.01% | -9.1% |
| Q2 2022 | $835,000 | -31.4% | 9,036 | -17.4% | 0.01% | -26.7% |
| Q1 2022 | $1,218,000 | -5.7% | 10,937 | -0.2% | 0.02% | -6.2% |
| Q4 2021 | $1,292,000 | +32.5% | 10,961 | +21.3% | 0.02% | +23.1% |
| Q3 2021 | $975,000 | +95.0% | 9,039 | +95.2% | 0.01% | +85.7% |
| Q2 2021 | $500,000 | +78.6% | 4,630 | +56.2% | 0.01% | +16.7% |
| Q4 2020 | $280,000 | -51.3% | 2,964 | -14.1% | 0.01% | -60.0% |
| Q3 2020 | $575,000 | +8.9% | 3,452 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $528,000 | +60.0% | 3,452 | +52.3% | 0.01% | +27.3% |
| Q3 2018 | $330,000 | -44.1% | 2,266 | -47.5% | 0.01% | -63.3% |
| Q2 2018 | $590,000 | +23.7% | 4,320 | +19.4% | 0.03% | +42.9% |
| Q1 2018 | $477,000 | +97.9% | 3,617 | +100.1% | 0.02% | +110.0% |
| Q4 2017 | $241,000 | -73.5% | 1,808 | -74.9% | 0.01% | -75.6% |
| Q3 2017 | $908,000 | +336.5% | 7,207 | +310.4% | 0.04% | +310.0% |
| Q1 2017 | $208,000 | -81.5% | 1,756 | -82.5% | 0.01% | -82.8% |
| Q4 2016 | $1,125,000 | +90.0% | 10,020 | +83.7% | 0.06% | +152.2% |
| Q3 2016 | $592,000 | -36.6% | 5,455 | -38.8% | 0.02% | -57.4% |
| Q2 2016 | $934,000 | +16.3% | 8,920 | +14.0% | 0.05% | +8.0% |
| Q1 2016 | $803,000 | +249.1% | 7,823 | +253.0% | 0.05% | +212.5% |
| Q4 2014 | $230,000 | -5.7% | 2,216 | -10.0% | 0.02% | -5.9% |
| Q3 2014 | $244,000 | -25.4% | 2,461 | -25.3% | 0.02% | -19.0% |
| Q2 2014 | $327,000 | +4.8% | 3,294 | 0.0% | 0.02% | -4.5% |
| Q1 2014 | $312,000 | +7.2% | 3,294 | +6.2% | 0.02% | 0.0% |
| Q4 2013 | $291,000 | +31.1% | 3,102 | +19.2% | 0.02% | +15.8% |
| Q3 2013 | $222,000 | -58.5% | 2,602 | -60.8% | 0.02% | -64.2% |
| Q2 2013 | $535,000 | +3.7% | 6,637 | +1.5% | 0.05% | +1.9% |
| Q1 2013 | $516,000 | – | 6,542 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 36,576 | $4,262,224 | 2.11% |
| Capital Investment Advisors, LLC | 3,282 | $382,460 | 0.01% |
| Anchor Investment Management, LLC | 257 | $29,948 | 0.00% |
| ST GERMAIN D J CO INC | 364 | $42,417 | 0.00% |
| COUNTRY TRUST BANK | 54 | $6,293 | 0.00% |