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 | $6,925,445 | +0.5% | 66,279 | +4.2% | 0.01% | -16.7% |
| Q2 2023 | $6,891,800 | +12.8% | 63,616 | +4.2% | 0.01% | +9.1% |
| Q1 2023 | $6,107,634 | -60.4% | 61,030 | -63.0% | 0.01% | -64.5% |
| Q4 2022 | $15,418,517 | +8.4% | 164,985 | +1.7% | 0.03% | -6.1% |
| Q3 2022 | $14,223,000 | -0.2% | 162,181 | +5.1% | 0.03% | +6.5% |
| Q2 2022 | $14,251,000 | +30.9% | 154,317 | +57.9% | 0.03% | +47.6% |
| Q1 2022 | $10,885,000 | +41.6% | 97,746 | +49.8% | 0.02% | +40.0% |
| Q4 2021 | $7,689,000 | +4.8% | 65,239 | -4.0% | 0.02% | 0.0% |
| Q3 2021 | $7,334,000 | -5.2% | 67,986 | -5.1% | 0.02% | -11.8% |
| Q2 2021 | $7,736,000 | +11.2% | 71,656 | +2.9% | 0.02% | 0.0% |
| Q1 2021 | $6,956,000 | +3.5% | 69,661 | -2.2% | 0.02% | -5.6% |
| Q4 2020 | $6,718,000 | +7.3% | 71,209 | +89.6% | 0.02% | -5.3% |
| Q3 2020 | $6,261,000 | +17.6% | 37,565 | +8.0% | 0.02% | +5.6% |
| Q2 2020 | $5,323,000 | +13.4% | 34,777 | -22.8% | 0.02% | -5.3% |
| Q1 2020 | $4,693,000 | – | 45,036 | – | 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% |