ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,583 | -17.4% | 6,208 | -13.7% | 0.53% | -5.9% |
| Q2 2023 | $779,433 | +1.7% | 7,193 | 0.0% | 0.56% | +0.7% |
| Q1 2023 | $766,702 | -13.2% | 7,193 | -20.8% | 0.56% | -17.4% |
| Q4 2022 | $883,335 | +10.0% | 9,085 | 0.0% | 0.68% | -6.0% |
| Q3 2022 | $803,000 | -4.4% | 9,085 | 0.0% | 0.72% | -6.1% |
| Q2 2022 | $840,000 | -15.3% | 9,085 | 0.0% | 0.77% | +1.2% |
| Q1 2022 | $992,000 | -6.1% | 9,085 | -1.4% | 0.76% | +3.0% |
| Q4 2021 | $1,057,000 | +1.7% | 9,215 | -2.5% | 0.74% | -3.5% |
| Q3 2021 | $1,039,000 | -2.7% | 9,448 | -3.2% | 0.76% | +3.0% |
| Q2 2021 | $1,068,000 | -45.8% | 9,761 | -50.0% | 0.74% | +1.9% |
| Q1 2021 | $1,972,000 | +110.9% | 19,522 | +100.0% | 0.73% | +0.8% |
| Q4 2020 | $935,000 | +38.9% | 9,761 | +145.9% | 0.72% | +26.3% |
| Q3 2020 | $673,000 | +9.1% | 3,970 | 0.0% | 0.57% | -5.8% |
| Q2 2020 | $617,000 | +13.8% | 3,970 | -7.7% | 0.61% | -1.0% |
| Q1 2020 | $542,000 | -26.3% | 4,300 | -5.3% | 0.61% | -2.9% |
| Q4 2019 | $735,000 | +12.9% | 4,540 | 0.0% | 0.63% | +6.1% |
| Q3 2019 | $651,000 | -6.3% | 4,540 | -2.2% | 0.59% | -6.0% |
| Q2 2019 | $695,000 | +2.4% | 4,640 | 0.0% | 0.63% | +1.1% |
| Q1 2019 | $679,000 | +2.0% | 4,640 | -5.7% | 0.62% | -0.2% |
| Q4 2018 | $666,000 | +0.3% | 4,920 | -2.1% | 0.63% | +3.0% |
| Q3 2018 | $664,000 | -4.9% | 5,023 | -1.9% | 0.61% | -22.7% |
| Q2 2018 | $698,000 | -12.4% | 5,122 | -15.1% | 0.79% | +13.1% |
| Q1 2018 | $797,000 | +13.2% | 6,032 | +14.4% | 0.70% | -0.3% |
| Q4 2017 | $704,000 | – | 5,271 | – | 0.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |