ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 196 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.07 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 | 89,493 | $9,268,000 | 6.63% |
Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |