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 | $209,805 | -3.2% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $216,660 | +8.3% | 2,000 | 0.0% | 0.02% | +7.1% |
| Q1 2023 | $200,140 | -54.4% | 2,000 | -60.0% | 0.01% | -63.2% |
| Q3 2022 | $439,000 | -5.0% | 5,000 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $462,000 | -17.1% | 5,000 | 0.0% | 0.04% | -11.6% |
| Q1 2022 | $557,000 | -0.4% | 5,000 | 0.0% | 0.04% | -2.3% |
| Q4 2021 | $559,000 | +3.7% | 5,000 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $539,000 | -0.2% | 5,000 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $540,000 | +10.4% | 5,000 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $489,000 | +3.6% | 5,000 | 0.0% | 0.05% | +12.2% |
| Q4 2020 | $472,000 | +13.2% | 5,000 | +100.0% | 0.04% | +7.9% |
| Q3 2020 | $417,000 | +8.9% | 2,500 | 0.0% | 0.04% | -19.1% |
| Q2 2020 | $383,000 | -99.9% | 2,500 | 0.0% | 0.05% | +4.4% |
| Q1 2020 | $315,400,000 | +78947.6% | 2,500 | 0.0% | 0.04% | -22.4% |
| Q4 2019 | $399,000 | +8.1% | 2,500 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $369,000 | – | 2,500 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |