ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 158 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,232,181 | -5.1% | 21,365 | -1.6% | 0.44% | -3.1% |
| Q2 2023 | $2,351,809 | +7.5% | 21,710 | -0.7% | 0.46% | -2.1% |
| Q1 2023 | $2,188,097 | +6.3% | 21,866 | -0.7% | 0.47% | 0.0% |
| Q4 2022 | $2,058,766 | +6.4% | 22,031 | -0.2% | 0.47% | +6.1% |
| Q3 2022 | $1,935,000 | -6.3% | 22,068 | -1.3% | 0.44% | -3.1% |
| Q2 2022 | $2,065,000 | -21.6% | 22,358 | -5.4% | 0.46% | -4.4% |
| Q1 2022 | $2,633,000 | -6.2% | 23,646 | -0.8% | 0.48% | -4.2% |
| Q4 2021 | $2,808,000 | +8.5% | 23,831 | -0.7% | 0.50% | +0.6% |
| Q3 2021 | $2,589,000 | +1.9% | 23,999 | +2.0% | 0.50% | -4.6% |
| Q2 2021 | $2,540,000 | +3.1% | 23,521 | -4.6% | 0.52% | -9.6% |
| Q1 2021 | $2,463,000 | +2.2% | 24,662 | -0.8% | 0.57% | -0.9% |
| Q4 2020 | $2,410,000 | +15.8% | 24,867 | +99.2% | 0.58% | +0.2% |
| Q3 2020 | $2,081,000 | -12.9% | 12,486 | -20.0% | 0.58% | -23.5% |
| Q2 2020 | $2,388,000 | +19.2% | 15,603 | -1.7% | 0.76% | -4.7% |
| Q1 2020 | $2,003,000 | -21.6% | 15,875 | -0.8% | 0.79% | -8.0% |
| Q4 2019 | $2,555,000 | +3.9% | 16,006 | -0.6% | 0.86% | +0.7% |
| Q3 2019 | $2,458,000 | – | 16,099 | – | 0.86% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |