ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,135 | -2.8% | 6,261 | 0.0% | 0.27% | +1.9% |
| Q2 2023 | $672,917 | +7.6% | 6,261 | +0.2% | 0.27% | -1.1% |
| Q1 2023 | $625,456 | -8.5% | 6,250 | -14.5% | 0.27% | -21.9% |
| Q4 2022 | $683,509 | +7.3% | 7,314 | +0.6% | 0.35% | +36.6% |
| Q3 2022 | $637,000 | -5.1% | 7,267 | 0.0% | 0.25% | +3.3% |
| Q2 2022 | $671,000 | -17.0% | 7,267 | +0.2% | 0.25% | -3.5% |
| Q1 2022 | $808,000 | -7.1% | 7,251 | -1.7% | 0.26% | -10.8% |
| Q4 2021 | $870,000 | +9.6% | 7,380 | +0.2% | 0.29% | -2.1% |
| Q3 2021 | $794,000 | -0.1% | 7,364 | 0.0% | 0.29% | +6.2% |
| Q2 2021 | $795,000 | +8.5% | 7,364 | +0.4% | 0.28% | +31.6% |
| Q1 2021 | $733,000 | +5.9% | 7,336 | -0.0% | 0.21% | -3.2% |
| Q4 2020 | $692,000 | +72.6% | 7,337 | +161.8% | 0.22% | -28.5% |
| Q3 2020 | $401,000 | -7.4% | 2,802 | -1.0% | 0.30% | +33.0% |
| Q2 2020 | $433,000 | +8.0% | 2,831 | +1.0% | 0.23% | -24.8% |
| Q1 2020 | $401,000 | -10.7% | 2,802 | -0.4% | 0.30% | -15.4% |
| Q4 2019 | $449,000 | +12.0% | 2,812 | +0.4% | 0.36% | +18.2% |
| Q3 2019 | $401,000 | -27.1% | 2,802 | -25.5% | 0.30% | -37.1% |
| Q2 2019 | $550,000 | -8.9% | 3,763 | -12.0% | 0.48% | -14.1% |
| Q1 2019 | $604,000 | -1.1% | 4,275 | -12.9% | 0.56% | +4.1% |
| Q4 2018 | $611,000 | – | 4,907 | – | 0.54% | – |
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% |