ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 137 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190,990 | -3.6% | 1,828 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $198,028 | +8.3% | 1,828 | 0.0% | 0.04% | +2.6% |
| Q1 2023 | $182,928 | +7.1% | 1,828 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $170,827 | +6.8% | 1,828 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $160,000 | -5.3% | 1,828 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $169,000 | -17.2% | 1,828 | 0.0% | 0.04% | -4.7% |
| Q1 2022 | $204,000 | -5.1% | 1,828 | 0.0% | 0.04% | -2.3% |
| Q4 2021 | $215,000 | +9.1% | 1,828 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $197,000 | -27.8% | 1,828 | -27.7% | 0.04% | -25.4% |
| Q2 2021 | $273,000 | +9000.0% | 2,528 | +8928.6% | 0.06% | +5800.0% |
| Q1 2021 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 28 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | -77.8% | 14 | -76.7% | 0.00% | -66.7% |
| Q2 2019 | $9,000 | +350.0% | 60 | +328.6% | 0.00% | +200.0% |
| Q1 2019 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | – | 14 | – | 0.00% | – |
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% |