ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,024 | -6.7% | 2,623 | -3.2% | 0.21% | -5.3% |
| Q2 2023 | $293,655 | +3.5% | 2,711 | -4.4% | 0.22% | -0.9% |
| Q1 2023 | $283,691 | +103060.4% | 2,835 | -3.6% | 0.23% | +16.4% |
| Q4 2022 | $275 | -99.9% | 2,940 | -3.2% | 0.20% | -11.4% |
| Q3 2022 | $266,000 | -5.0% | 3,037 | 0.0% | 0.22% | +19.6% |
| Q2 2022 | $280,000 | -14.1% | 3,037 | +3.8% | 0.18% | -13.2% |
| Q1 2022 | $326,000 | -9.7% | 2,927 | -4.4% | 0.21% | -4.5% |
| Q4 2021 | $361,000 | -10.0% | 3,061 | -17.7% | 0.22% | -8.3% |
| Q3 2021 | $401,000 | 0.0% | 3,718 | 0.0% | 0.24% | -8.0% |
| Q2 2021 | $401,000 | +8.4% | 3,718 | +0.5% | 0.26% | +0.4% |
| Q1 2021 | $370,000 | +6.0% | 3,701 | 0.0% | 0.26% | -2.2% |
| Q4 2020 | $349,000 | +10.1% | 3,701 | +94.4% | 0.27% | +2.7% |
| Q3 2020 | $317,000 | -3.9% | 1,904 | -11.6% | 0.26% | -2.6% |
| Q2 2020 | $330,000 | +25.0% | 2,154 | +3.1% | 0.27% | +16.5% |
| Q1 2020 | $264,000 | -20.7% | 2,089 | 0.0% | 0.23% | +25.7% |
| Q4 2019 | $333,000 | -2.6% | 2,089 | -10.0% | 0.18% | -12.4% |
| Q3 2019 | $342,000 | +0.9% | 2,321 | 0.0% | 0.21% | -0.9% |
| Q2 2019 | $339,000 | +3.4% | 2,321 | 0.0% | 0.21% | +1.0% |
| Q1 2019 | $328,000 | +23.8% | 2,321 | +9.0% | 0.21% | +14.2% |
| Q4 2018 | $265,000 | -14.5% | 2,130 | 0.0% | 0.18% | -14.1% |
| Q3 2018 | $310,000 | +6.9% | 2,130 | 0.0% | 0.21% | -0.5% |
| Q2 2018 | $290,000 | +3.2% | 2,130 | 0.0% | 0.21% | -13.7% |
| Q1 2018 | $281,000 | -2.4% | 2,130 | -1.1% | 0.25% | -7.1% |
| Q4 2017 | $288,000 | – | 2,153 | – | 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% |