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 2023 | $346,247 | -3.6% | 3,314 | 0.0% | 0.23% | +0.9% |
| Q2 2023 | $359,006 | +8.3% | 3,314 | 0.0% | 0.22% | +2.7% |
| Q1 2023 | $331,632 | +7.1% | 3,314 | 0.0% | 0.22% | +27.3% |
| Q4 2022 | $309,693 | +6.4% | 3,314 | 0.0% | 0.17% | -3.4% |
| Q3 2022 | $291,000 | -4.9% | 3,314 | 0.0% | 0.18% | +3.5% |
| Q2 2022 | $306,000 | -17.1% | 3,314 | 0.0% | 0.17% | -5.0% |
| Q1 2022 | $369,000 | -5.6% | 3,314 | 0.0% | 0.18% | -11.3% |
| Q4 2021 | $391,000 | +9.5% | 3,314 | 0.0% | 0.20% | -1.4% |
| Q3 2021 | $357,000 | -0.3% | 3,314 | 0.0% | 0.21% | -25.5% |
| Q2 2021 | $358,000 | +8.2% | 3,314 | 0.0% | 0.28% | -14.7% |
| Q1 2021 | $331,000 | +5.8% | 3,314 | 0.0% | 0.33% | -1.2% |
| Q4 2020 | $313,000 | +13.4% | 3,314 | +100.0% | 0.33% | +27.4% |
| Q3 2020 | $276,000 | +8.7% | 1,657 | 0.0% | 0.26% | +9.3% |
| Q2 2020 | $254,000 | +2.0% | 1,657 | -16.1% | 0.24% | -0.8% |
| Q1 2020 | $249,000 | -21.0% | 1,976 | 0.0% | 0.24% | +20.1% |
| Q4 2019 | $315,000 | +7.9% | 1,976 | 0.0% | 0.20% | 0.0% |
| Q3 2019 | $292,000 | -1.4% | 1,976 | -2.3% | 0.20% | -5.7% |
| Q2 2019 | $296,000 | -2.3% | 2,023 | -5.6% | 0.21% | -13.2% |
| Q1 2019 | $303,000 | +11.4% | 2,143 | -1.8% | 0.24% | -8.3% |
| Q4 2018 | $272,000 | – | 2,183 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |