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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $623,331 | +17.6% | 5,754 | +8.6% | 1.34% | +25.9% |
| Q1 2023 | $530,071 | +7.0% | 5,297 | -0.1% | 1.06% | -4.7% |
| Q4 2022 | $495,285 | -8.1% | 5,300 | -9.1% | 1.12% | -16.1% |
| Q3 2022 | $539,000 | -4.9% | 5,833 | +0.6% | 1.33% | +74.5% |
| Q2 2022 | $567,000 | -15.6% | 5,799 | -13.5% | 0.76% | +65.7% |
| Q1 2022 | $672,000 | -58.2% | 6,701 | -51.1% | 0.46% | +5.7% |
| Q4 2021 | $1,608,000 | +2.0% | 13,694 | +2.0% | 0.44% | -2.5% |
| Q3 2021 | $1,577,000 | +49.3% | 13,426 | +41.4% | 0.45% | +4.2% |
| Q2 2021 | $1,056,000 | +7.2% | 9,498 | +0.3% | 0.43% | +39.4% |
| Q1 2021 | $985,000 | +47.0% | 9,474 | +33.2% | 0.31% | +7.3% |
| Q4 2020 | $670,000 | +12.6% | 7,114 | +111.9% | 0.29% | +7.9% |
| Q3 2020 | $595,000 | +36.8% | 3,358 | +29.1% | 0.26% | +44.8% |
| Q2 2020 | $435,000 | +11.5% | 2,602 | -3.6% | 0.18% | +5.2% |
| Q1 2020 | $390,000 | -48.0% | 2,700 | -39.8% | 0.17% | -36.3% |
| Q4 2019 | $750,000 | -58.6% | 4,482 | -67.0% | 0.27% | -68.0% |
| Q4 2017 | $1,812,000 | – | 13,562 | – | 0.85% | – |
Download | ||||||
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% |