ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 112 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $178,906 | +3.5% | 1,352 | +0.2% | 0.01% | 0.0% |
| Q1 2024 | $172,853 | +32.8% | 1,349 | +20.2% | 0.01% | +20.0% |
| Q4 2023 | $130,170 | +12.4% | 1,122 | +0.4% | 0.01% | -16.7% |
| Q3 2023 | $115,815 | -3.9% | 1,117 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $120,533 | +9.3% | 1,113 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $110,247 | +6.7% | 1,110 | +0.4% | 0.01% | -14.3% |
| Q4 2022 | $103,345 | -0.6% | 1,106 | +0.5% | 0.01% | -12.5% |
| Q3 2022 | $104,000 | -67.5% | 1,101 | -68.2% | 0.01% | -69.2% |
| Q2 2022 | $320,000 | -3.9% | 3,460 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $333,000 | -73.4% | 3,460 | -63.5% | 0.03% | -92.5% |
| Q1 2018 | $1,252,000 | +67.8% | 9,473 | +60.1% | 0.34% | +12.0% |
| Q3 2017 | $746,000 | +2884.0% | 5,917 | +2731.1% | 0.31% | +2466.7% |
| Q2 2017 | $25,000 | – | 209 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 45,202 | $4,514,000 | 2.27% |
| Sterling Investment Advisors, Ltd. | 47,076 | $5,371,000 | 1.73% |
| Townsend & Associates, Inc | 20,468 | $2,044,000 | 1.33% |
| Savant Capital, LLC | 186,776 | $18,651,000 | 1.00% |
| IBEX WEALTH ADVISORS | 31,473 | $3,143,000 | 0.78% |
| Ballew Advisors, Inc | 19,522 | $1,972,000 | 0.73% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,071,000 | 0.71% |
| Mathes Company, Inc. | 17,260 | $1,724,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 9,395 | $938,000 | 0.64% |
| TrinityPoint Wealth, LLC | 24,662 | $2,463,000 | 0.57% |