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 | $376,128 | -3.6% | 3,600 | 0.0% | 0.11% | -6.1% |
| Q2 2023 | $389,988 | +8.3% | 3,600 | 0.0% | 0.11% | +9.6% |
| Q1 2023 | $360,252 | +107117.9% | 3,600 | 0.0% | 0.10% | -4.6% |
| Q4 2022 | $336 | -99.9% | 3,600 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $316,000 | -4.8% | 3,600 | 0.0% | 0.11% | +2.8% |
| Q2 2022 | $332,000 | -17.2% | 3,600 | 0.0% | 0.11% | -3.6% |
| Q1 2022 | $401,000 | -5.4% | 3,600 | 0.0% | 0.11% | -6.7% |
| Q4 2021 | $424,000 | +9.3% | 3,600 | 0.0% | 0.12% | +0.8% |
| Q3 2021 | $388,000 | -0.3% | 3,600 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $389,000 | +8.4% | 3,600 | 0.0% | 0.12% | +1.7% |
| Q1 2021 | $359,000 | -3.2% | 3,600 | -8.6% | 0.12% | -10.8% |
| Q4 2020 | $371,000 | +23.7% | 3,938 | +118.8% | 0.13% | +7.4% |
| Q3 2020 | $300,000 | +9.1% | 1,800 | 0.0% | 0.12% | +40.7% |
| Q2 2020 | $275,000 | +21.1% | 1,800 | 0.0% | 0.09% | -14.9% |
| Q1 2020 | $227,000 | -20.9% | 1,800 | 0.0% | 0.10% | -12.9% |
| Q4 2019 | $287,000 | +9.1% | 1,800 | 0.0% | 0.12% | -22.7% |
| Q3 2019 | $263,000 | 0.0% | 1,800 | 0.0% | 0.15% | -5.1% |
| Q2 2019 | $263,000 | +3.5% | 1,800 | 0.0% | 0.16% | -9.2% |
| Q1 2019 | $254,000 | +13.4% | 1,800 | 0.0% | 0.17% | -12.1% |
| Q4 2018 | $224,000 | – | 1,800 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 42,605 | $5,021,000 | 2.21% |
| Sage Investment Advisers LLC | 14,227 | $1,677,000 | 2.16% |
| Sterling Investment Advisors, Ltd. | 58,364 | $7,155,000 | 2.02% |
| Townsend & Associates, Inc | 22,222 | $2,548,000 | 1.40% |
| Avondale Wealth Management | 10,424 | $1,228,000 | 1.24% |
| Ballew Advisors, Inc | 9,215 | $1,057,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,240 | $1,325,000 | 0.73% |
| IBEX WEALTH ADVISORS | 34,207 | $4,031,000 | 0.71% |
| Mathes Company, Inc. | 17,100 | $2,015,000 | 0.69% |
| Savant Capital, LLC | 177,813 | $20,955,000 | 0.68% |