ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $191,852 | -51.4% | 1,836 | -52.6% | 0.01% | 0.0% |
| Q2 2023 | $395,131 | +93.4% | 3,872 | +81.4% | 0.01% | 0.0% |
| Q1 2023 | $204,328 | +48899.5% | 2,134 | -51.0% | 0.01% | -18.2% |
| Q4 2022 | $417 | -99.9% | 4,352 | -6.6% | 0.01% | -8.3% |
| Q3 2022 | $447,000 | +0.2% | 4,658 | +0.1% | 0.01% | -14.3% |
| Q2 2022 | $446,000 | -43.4% | 4,653 | -41.8% | 0.01% | +40.0% |
| Q1 2022 | $788,000 | +141.7% | 7,989 | +189.2% | 0.01% | +66.7% |
| Q4 2021 | $326,000 | +22.6% | 2,762 | +12.4% | 0.01% | +20.0% |
| Q3 2021 | $266,000 | +0.4% | 2,458 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $265,000 | +113.7% | 2,455 | +97.0% | 0.01% | +150.0% |
| Q1 2021 | $124,000 | -43.1% | 1,246 | -45.8% | 0.00% | -77.8% |
| Q4 2020 | $218,000 | +56.8% | 2,297 | +177.4% | 0.01% | +12.5% |
| Q3 2020 | $139,000 | -12.6% | 828 | -21.4% | 0.01% | -38.5% |
| Q2 2020 | $159,000 | +137.3% | 1,053 | +101.3% | 0.01% | +85.7% |
| Q1 2020 | $67,000 | -20.2% | 523 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $84,000 | -47.2% | 523 | -51.8% | 0.01% | -45.5% |
| Q3 2019 | $159,000 | +91.6% | 1,086 | +86.6% | 0.01% | 0.0% |
| Q1 2019 | $83,000 | -51.5% | 582 | -57.9% | 0.01% | +10.0% |
| Q4 2018 | $171,000 | -28.2% | 1,384 | -15.4% | 0.01% | 0.0% |
| Q3 2018 | $238,000 | -13.8% | 1,635 | -19.2% | 0.01% | -16.7% |
| Q2 2018 | $276,000 | +32.1% | 2,023 | +29.6% | 0.01% | +33.3% |
| Q1 2018 | $209,000 | 0.0% | 1,561 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $209,000 | +4.0% | 1,561 | -2.1% | 0.01% | +12.5% |
| Q3 2017 | $201,000 | +4.1% | 1,594 | +0.2% | 0.01% | 0.0% |
| Q2 2017 | $193,000 | -2.0% | 1,591 | -4.5% | 0.01% | -11.1% |
| Q1 2017 | $197,000 | +36.8% | 1,666 | +29.8% | 0.01% | +28.6% |
| Q4 2016 | $144,000 | +4.3% | 1,284 | +0.8% | 0.01% | 0.0% |
| Q3 2016 | $138,000 | -10.4% | 1,274 | -13.6% | 0.01% | -22.2% |
| Q2 2016 | $154,000 | +85.5% | 1,474 | +153.3% | 0.01% | -18.2% |
| Q1 2016 | $83,000 | -66.0% | 582 | -75.6% | 0.01% | -31.2% |
| Q4 2015 | $244,000 | – | 2,390 | – | 0.02% | – |
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% |