ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,152,261 | -12.6% | 78,027 | -9.4% | 0.00% | 0.0% |
| Q2 2023 | $9,329,813 | -2.1% | 86,124 | -9.5% | 0.00% | 0.0% |
| Q1 2023 | $9,525,463 | -10.7% | 95,188 | -16.6% | 0.00% | -25.0% |
| Q4 2022 | $10,671,803 | +3.6% | 114,198 | -2.8% | 0.00% | -20.0% |
| Q3 2022 | $10,300,000 | -22.6% | 117,448 | -18.5% | 0.01% | 0.0% |
| Q2 2022 | $13,309,000 | -19.9% | 144,112 | -3.4% | 0.01% | -16.7% |
| Q1 2022 | $16,621,000 | -4.4% | 149,258 | +1.2% | 0.01% | +20.0% |
| Q4 2021 | $17,383,000 | +11.4% | 147,503 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $15,598,000 | +2.6% | 144,601 | +2.7% | 0.01% | 0.0% |
| Q2 2021 | $15,203,000 | +7.7% | 140,808 | -0.4% | 0.01% | 0.0% |
| Q1 2021 | $14,117,000 | +9.0% | 141,364 | +3.0% | 0.01% | +25.0% |
| Q4 2020 | $12,950,000 | -0.4% | 137,299 | +75.9% | 0.00% | -20.0% |
| Q3 2020 | $13,008,000 | +3.5% | 78,044 | -4.9% | 0.01% | 0.0% |
| Q2 2020 | $12,564,000 | +8.8% | 82,081 | -10.4% | 0.01% | 0.0% |
| Q1 2020 | $11,552,000 | -25.8% | 91,570 | -6.2% | 0.01% | 0.0% |
| Q4 2019 | $15,577,000 | +1.6% | 97,573 | -6.1% | 0.01% | -16.7% |
| Q3 2019 | $15,326,000 | -5.0% | 103,877 | -5.9% | 0.01% | 0.0% |
| Q2 2019 | $16,130,000 | +16.6% | 110,379 | +12.7% | 0.01% | 0.0% |
| Q1 2019 | $13,834,000 | +14.0% | 97,953 | +0.5% | 0.01% | 0.0% |
| Q4 2018 | $12,135,000 | -26.0% | 97,506 | -13.4% | 0.01% | 0.0% |
| Q3 2018 | $16,391,000 | +15.2% | 112,635 | +8.0% | 0.01% | 0.0% |
| Q2 2018 | $14,225,000 | +15.7% | 104,336 | +12.1% | 0.01% | +20.0% |
| Q1 2018 | $12,298,000 | -3.3% | 93,082 | -2.2% | 0.01% | 0.0% |
| Q4 2017 | $12,719,000 | +1.5% | 95,188 | -4.3% | 0.01% | -16.7% |
| Q3 2017 | $12,534,000 | -19.9% | 99,451 | -22.9% | 0.01% | -25.0% |
| Q2 2017 | $15,646,000 | +2.1% | 128,955 | -0.5% | 0.01% | 0.0% |
| Q1 2017 | $15,319,000 | -0.1% | 129,540 | -5.4% | 0.01% | 0.0% |
| Q4 2016 | $15,342,000 | -0.7% | 136,920 | -3.8% | 0.01% | -11.1% |
| Q3 2016 | $15,452,000 | +0.9% | 142,378 | -2.7% | 0.01% | -10.0% |
| Q2 2016 | $15,315,000 | -4.1% | 146,376 | -6.0% | 0.01% | -9.1% |
| Q1 2016 | $15,971,000 | +27.1% | 155,799 | +26.4% | 0.01% | +37.5% |
| Q4 2015 | $12,565,000 | +5.4% | 123,222 | -0.3% | 0.01% | 0.0% |
| Q3 2015 | $11,921,000 | -19.8% | 123,560 | -13.3% | 0.01% | -20.0% |
| Q2 2015 | $14,862,000 | +1.9% | 142,558 | +2.4% | 0.01% | 0.0% |
| Q1 2015 | $14,590,000 | -6.5% | 139,153 | -7.7% | 0.01% | -9.1% |
| Q4 2014 | $15,610,000 | – | 150,731 | – | 0.01% | – |
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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% |