ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,438 | -3.6% | 3,325 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $360,241 | +8.5% | 3,325 | +0.2% | 0.03% | 0.0% |
| Q1 2023 | $331,925 | +7.5% | 3,317 | +0.4% | 0.03% | 0.0% |
| Q4 2022 | $308,889 | +7.6% | 3,305 | +0.9% | 0.03% | -2.9% |
| Q3 2022 | $287,000 | -5.3% | 3,276 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $303,000 | -16.8% | 3,276 | +0.3% | 0.03% | -5.7% |
| Q1 2022 | $364,000 | -5.2% | 3,266 | +0.3% | 0.04% | +2.9% |
| Q4 2021 | $384,000 | +10.0% | 3,257 | +0.6% | 0.03% | -5.6% |
| Q3 2021 | $349,000 | 0.0% | 3,237 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $349,000 | +8.4% | 3,237 | +0.5% | 0.04% | -25.0% |
| Q1 2021 | $322,000 | +5.9% | 3,220 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $304,000 | +13.9% | 3,220 | +100.7% | 0.05% | 0.0% |
| Q3 2020 | $267,000 | +9.0% | 1,604 | +0.4% | 0.05% | -2.0% |
| Q2 2020 | $245,000 | +22.5% | 1,598 | +0.8% | 0.05% | +2.1% |
| Q1 2020 | $200,000 | -20.9% | 1,585 | 0.0% | 0.05% | -4.0% |
| Q4 2019 | $253,000 | +9.5% | 1,585 | +1.1% | 0.05% | +6.4% |
| Q3 2019 | $231,000 | +0.9% | 1,568 | 0.0% | 0.05% | +2.2% |
| Q2 2019 | $229,000 | +4.1% | 1,568 | +0.5% | 0.05% | +2.2% |
| Q1 2019 | $220,000 | -1.8% | 1,560 | +1.4% | 0.04% | -2.2% |
| Q3 2018 | $224,000 | -67.3% | 1,538 | -69.4% | 0.05% | -66.2% |
| Q2 2018 | $684,000 | +3.2% | 5,019 | 0.0% | 0.14% | 0.0% |
| Q1 2018 | $663,000 | -1.0% | 5,019 | +0.1% | 0.14% | 0.0% |
| Q4 2017 | $670,000 | -19.3% | 5,014 | -23.9% | 0.14% | -23.2% |
| Q3 2017 | $830,000 | -14.3% | 6,585 | -17.5% | 0.18% | -20.6% |
| Q2 2017 | $968,000 | +2.5% | 7,979 | 0.0% | 0.22% | -4.3% |
| Q1 2017 | $944,000 | +5.7% | 7,979 | +0.1% | 0.23% | -6.0% |
| Q4 2016 | $893,000 | +2.9% | 7,973 | -0.3% | 0.25% | +0.4% |
| Q3 2016 | $868,000 | -16.7% | 7,999 | -19.7% | 0.25% | -21.6% |
| Q2 2016 | $1,042,000 | +2.2% | 9,958 | +0.1% | 0.32% | -9.7% |
| Q1 2016 | $1,020,000 | +0.7% | 9,951 | +0.2% | 0.35% | -5.4% |
| Q4 2015 | $1,013,000 | +5.7% | 9,935 | +0.1% | 0.37% | +2.8% |
| Q3 2015 | $958,000 | -7.4% | 9,928 | +0.1% | 0.36% | -0.3% |
| Q2 2015 | $1,034,000 | -0.6% | 9,921 | +0.1% | 0.36% | -3.2% |
| Q1 2015 | $1,040,000 | +1.4% | 9,915 | +0.1% | 0.37% | -1.8% |
| Q4 2014 | $1,026,000 | +4.5% | 9,908 | +0.1% | 0.38% | -5.2% |
| Q3 2014 | $982,000 | +0.1% | 9,902 | +0.1% | 0.40% | +5.3% |
| Q2 2014 | $981,000 | +59.5% | 9,896 | +52.5% | 0.38% | +40.7% |
| Q1 2014 | $615,000 | +1.5% | 6,491 | 0.0% | 0.27% | 0.0% |
| Q4 2013 | $606,000 | – | 6,491 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |