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 ↓ |
---|---|---|---|
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% |