ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 220 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $996,049 | -1.2% | 7,498 | -4.7% | 0.03% | -6.2% |
| Q1 2024 | $1,008,148 | +9.4% | 7,871 | -0.4% | 0.03% | 0.0% |
| Q4 2023 | $921,142 | -3.6% | 7,905 | -13.5% | 0.03% | -13.5% |
| Q3 2023 | $955,221 | -4.7% | 9,143 | -1.2% | 0.04% | -2.6% |
| Q2 2023 | $1,002,445 | +8.5% | 9,254 | +0.2% | 0.04% | 0.0% |
| Q1 2023 | $923,784 | +6.0% | 9,231 | -1.0% | 0.04% | -2.6% |
| Q4 2022 | $871,478 | +2.0% | 9,326 | -4.2% | 0.04% | -11.4% |
| Q3 2022 | $854,000 | -5.8% | 9,735 | -0.9% | 0.04% | -26.7% |
| Q2 2022 | $907,000 | -19.7% | 9,822 | -3.2% | 0.06% | -4.8% |
| Q1 2022 | $1,130,000 | -5.3% | 10,150 | +0.3% | 0.06% | 0.0% |
| Q4 2021 | $1,193,000 | +9.8% | 10,123 | +0.4% | 0.06% | -1.6% |
| Q3 2021 | $1,087,000 | -1.4% | 10,080 | -1.2% | 0.06% | -1.5% |
| Q2 2021 | $1,102,000 | -0.6% | 10,206 | -8.1% | 0.06% | -14.5% |
| Q1 2021 | $1,109,000 | -1.9% | 11,106 | -7.3% | 0.08% | -9.5% |
| Q4 2020 | $1,130,000 | +7.2% | 11,978 | +89.4% | 0.08% | -7.7% |
| Q3 2020 | $1,054,000 | -8.1% | 6,323 | -15.6% | 0.09% | -19.5% |
| Q2 2020 | $1,147,000 | +15.0% | 7,494 | -5.1% | 0.11% | -16.3% |
| Q1 2020 | $997,000 | -31.9% | 7,900 | -13.9% | 0.14% | -13.5% |
| Q4 2019 | $1,465,000 | +10.1% | 9,176 | +1.7% | 0.16% | -11.4% |
| Q3 2019 | $1,331,000 | +8.6% | 9,022 | +7.5% | 0.18% | +10.7% |
| Q2 2019 | $1,226,000 | +1.2% | 8,390 | -2.2% | 0.16% | -11.2% |
| Q1 2019 | $1,211,000 | -47.3% | 8,578 | -53.6% | 0.18% | -60.5% |
| Q4 2018 | $2,300,000 | -78.4% | 18,485 | -74.8% | 0.45% | -72.0% |
| Q3 2018 | $10,670,000 | – | 73,325 | – | 1.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 45,202 | $4,514,000 | 2.27% |
| Sterling Investment Advisors, Ltd. | 47,076 | $5,371,000 | 1.73% |
| Townsend & Associates, Inc | 20,468 | $2,044,000 | 1.33% |
| Savant Capital, LLC | 186,776 | $18,651,000 | 1.00% |
| IBEX WEALTH ADVISORS | 31,473 | $3,143,000 | 0.78% |
| Ballew Advisors, Inc | 19,522 | $1,972,000 | 0.73% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,071,000 | 0.71% |
| Mathes Company, Inc. | 17,260 | $1,724,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 9,395 | $938,000 | 0.64% |
| TrinityPoint Wealth, LLC | 24,662 | $2,463,000 | 0.57% |