ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |