ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 160 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $812,071 | +8.5% | 7,496 | +0.3% | 0.18% | +2.9% |
| Q1 2023 | $748,241 | +15.4% | 7,477 | +1.1% | 0.17% | -9.6% |
| Q4 2022 | $648,637 | -0.1% | 7,396 | 0.0% | 0.19% | 0.0% |
| Q3 2022 | $649,000 | -6.9% | 7,396 | -2.0% | 0.19% | -1.6% |
| Q2 2022 | $697,000 | -18.5% | 7,548 | -1.7% | 0.19% | -5.0% |
| Q1 2022 | $855,000 | -9.2% | 7,676 | -4.0% | 0.20% | -4.7% |
| Q4 2021 | $942,000 | +9.3% | 7,995 | +0.0% | 0.21% | +1.4% |
| Q3 2021 | $862,000 | -11.5% | 7,994 | -11.3% | 0.21% | -10.3% |
| Q2 2021 | $974,000 | +1.1% | 9,017 | -6.5% | 0.23% | -6.8% |
| Q1 2021 | $963,000 | -22.2% | 9,639 | -26.5% | 0.25% | -26.5% |
| Q4 2020 | $1,237,000 | +7.9% | 13,113 | +92.1% | 0.34% | +1.2% |
| Q3 2020 | $1,146,000 | -0.6% | 6,825 | -8.3% | 0.34% | -6.2% |
| Q2 2020 | $1,153,000 | +3.5% | 7,443 | -15.8% | 0.36% | +2.9% |
| Q1 2020 | $1,114,000 | -57.5% | 8,836 | -46.2% | 0.35% | -55.7% |
| Q4 2019 | $2,622,000 | +1.7% | 16,429 | -6.0% | 0.78% | -9.9% |
| Q3 2019 | $2,578,000 | -11.3% | 17,476 | -12.1% | 0.87% | -19.0% |
| Q2 2019 | $2,907,000 | +0.0% | 19,890 | -3.3% | 1.07% | -16.0% |
| Q1 2019 | $2,906,000 | -4.9% | 20,579 | -16.2% | 1.28% | -27.6% |
| Q4 2018 | $3,056,000 | – | 24,555 | – | 1.77% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |