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 | $313,440 | -3.6% | 3,000 | 0.0% | 0.20% | -1.0% |
| Q2 2023 | $324,990 | +8.3% | 3,000 | 0.0% | 0.20% | +9.1% |
| Q1 2023 | $300,210 | +7.1% | 3,000 | 0.0% | 0.19% | +5.7% |
| Q4 2022 | $280,350 | +6.6% | 3,000 | 0.0% | 0.18% | -3.8% |
| Q3 2022 | $263,000 | -5.1% | 3,000 | 0.0% | 0.18% | +2.2% |
| Q2 2022 | $277,000 | -17.1% | 3,000 | 0.0% | 0.18% | 0.0% |
| Q1 2022 | $334,000 | -5.6% | 3,000 | 0.0% | 0.18% | -5.3% |
| Q4 2021 | $354,000 | +9.3% | 3,000 | 0.0% | 0.19% | +0.5% |
| Q3 2021 | $324,000 | 0.0% | 3,000 | 0.0% | 0.19% | +3.9% |
| Q2 2021 | $324,000 | -18.8% | 3,000 | -25.0% | 0.18% | -22.0% |
| Q1 2021 | $399,000 | +5.8% | 4,000 | 0.0% | 0.23% | -7.6% |
| Q4 2020 | $377,000 | +13.2% | 4,000 | +100.0% | 0.25% | +2.9% |
| Q3 2020 | $333,000 | +8.8% | 2,000 | 0.0% | 0.24% | +8.0% |
| Q2 2020 | $306,000 | +21.4% | 2,000 | 0.0% | 0.23% | +1.3% |
| Q1 2020 | $252,000 | -21.0% | 2,000 | 0.0% | 0.22% | +5.2% |
| Q4 2019 | $319,000 | +8.1% | 2,000 | 0.0% | 0.21% | +1.4% |
| Q3 2019 | $295,000 | +1.0% | 2,000 | 0.0% | 0.21% | +0.5% |
| Q2 2019 | $292,000 | +3.5% | 2,000 | 0.0% | 0.21% | +7.2% |
| Q1 2019 | $282,000 | +13.3% | 2,000 | 0.0% | 0.19% | +2.1% |
| Q4 2018 | $249,000 | -14.4% | 2,000 | 0.0% | 0.19% | -7.8% |
| Q3 2018 | $291,000 | +6.6% | 2,000 | 0.0% | 0.21% | +1.0% |
| Q2 2018 | $273,000 | – | 2,000 | – | 0.20% | – |
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% |