ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,244 | -6.0% | 8,224 | -2.6% | 0.26% | -0.8% |
| Q2 2023 | $914,305 | +7.6% | 8,440 | -0.6% | 0.26% | +1.2% |
| Q1 2023 | $849,394 | +5.3% | 8,488 | -1.7% | 0.26% | -1.5% |
| Q4 2022 | $806,754 | +6.6% | 8,633 | 0.0% | 0.26% | +3.1% |
| Q3 2022 | $757,000 | -11.8% | 8,633 | -7.1% | 0.26% | -6.6% |
| Q2 2022 | $858,000 | -21.4% | 9,289 | -5.3% | 0.27% | -9.6% |
| Q1 2022 | $1,092,000 | -6.3% | 9,808 | -0.9% | 0.30% | -4.1% |
| Q4 2021 | $1,166,000 | +8.0% | 9,901 | -1.1% | 0.32% | -0.3% |
| Q3 2021 | $1,080,000 | -8.5% | 10,015 | -8.4% | 0.32% | -8.9% |
| Q2 2021 | $1,180,000 | -20.9% | 10,932 | -26.8% | 0.35% | -26.4% |
| Q1 2021 | $1,491,000 | -9.6% | 14,934 | -14.6% | 0.47% | -13.4% |
| Q4 2020 | $1,649,000 | +1.4% | 17,487 | +82.9% | 0.55% | -7.1% |
| Q3 2020 | $1,627,000 | +8.8% | 9,560 | -1.6% | 0.59% | +1.4% |
| Q2 2020 | $1,495,000 | +21.9% | 9,718 | 0.0% | 0.58% | +8.6% |
| Q1 2020 | $1,226,000 | -21.1% | 9,718 | -0.2% | 0.53% | -11.3% |
| Q4 2019 | $1,554,000 | +8.2% | 9,736 | 0.0% | 0.60% | +0.8% |
| Q3 2019 | $1,436,000 | -0.1% | 9,736 | 0.0% | 0.60% | -2.6% |
| Q2 2019 | $1,438,000 | -0.7% | 9,736 | -3.9% | 0.61% | -6.4% |
| Q1 2019 | $1,448,000 | +14.8% | 10,136 | 0.0% | 0.66% | +4.3% |
| Q4 2018 | $1,261,000 | -14.6% | 10,136 | 0.0% | 0.63% | -7.6% |
| Q3 2018 | $1,477,000 | +6.7% | 10,136 | -0.4% | 0.68% | 0.0% |
| Q2 2018 | $1,384,000 | -0.4% | 10,179 | -3.3% | 0.68% | -4.8% |
| Q1 2018 | $1,390,000 | -9.1% | 10,522 | -2.8% | 0.71% | -6.9% |
| Q4 2017 | $1,529,000 | +9.6% | 10,827 | -2.2% | 0.77% | -8.3% |
| Q3 2017 | $1,395,000 | +3.9% | 11,072 | 0.0% | 0.84% | -7.5% |
| Q2 2017 | $1,343,000 | – | 11,072 | – | 0.90% | – |
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% |