ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $51,000 | 0.0% | 472 | 0.0% | 0.02% | -10.0% |
| Q2 2021 | $51,000 | +15.9% | 472 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $44,000 | 0.0% | 472 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $44,000 | +12.8% | 472 | +100.0% | 0.02% | -4.3% |
| Q3 2020 | $39,000 | +8.3% | 236 | 0.0% | 0.02% | -8.0% |
| Q2 2020 | $36,000 | +20.0% | 236 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $30,000 | -21.1% | 236 | 0.0% | 0.03% | -13.3% |
| Q4 2019 | $38,000 | +8.6% | 236 | 0.0% | 0.03% | -9.1% |
| Q3 2019 | $35,000 | +2.9% | 236 | 0.0% | 0.03% | +10.0% |
| Q2 2019 | $34,000 | +3.0% | 236 | 0.0% | 0.03% | +20.0% |
| Q1 2019 | $33,000 | +13.8% | 236 | 0.0% | 0.02% | +13.6% |
| Q4 2018 | $29,000 | – | 236 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |