ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,975 | -5.3% | 4,430 | -1.8% | 0.01% | 0.0% |
| Q2 2023 | $488,918 | +4.9% | 4,513 | -3.1% | 0.01% | 0.0% |
| Q1 2023 | $466,129 | +7.3% | 4,658 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $434,374 | +7.0% | 4,648 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $406,000 | -5.1% | 4,636 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $428,000 | -23.8% | 4,624 | -8.3% | 0.01% | -16.7% |
| Q1 2022 | $562,000 | -5.4% | 5,043 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $594,000 | +3.3% | 5,036 | -5.7% | 0.01% | 0.0% |
| Q3 2021 | $575,000 | -1.5% | 5,339 | -1.5% | 0.01% | 0.0% |
| Q2 2021 | $584,000 | +7.2% | 5,418 | -0.8% | 0.01% | 0.0% |
| Q1 2021 | $545,000 | -0.4% | 5,462 | -5.9% | 0.01% | 0.0% |
| Q4 2020 | $547,000 | +17.4% | 5,804 | +108.0% | 0.01% | 0.0% |
| Q3 2020 | $466,000 | +6.2% | 2,791 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $439,000 | +26.5% | 2,862 | +3.8% | 0.01% | +20.0% |
| Q1 2020 | $347,000 | +9.1% | 2,758 | +38.3% | 0.01% | +25.0% |
| Q4 2019 | $318,000 | +7.8% | 1,994 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $295,000 | +1.4% | 1,994 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $291,000 | +3.6% | 1,994 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $281,000 | +12.9% | 1,994 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $249,000 | -14.1% | 1,994 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $290,000 | +6.6% | 1,994 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $272,000 | +3.4% | 1,994 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $263,000 | -1.5% | 1,994 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $267,000 | +6.8% | 1,994 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $250,000 | +3.3% | 1,994 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $242,000 | -1.6% | 1,994 | -4.1% | 0.01% | 0.0% |
| Q1 2017 | $246,000 | +5.6% | 2,079 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $233,000 | +3.6% | 2,079 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $225,000 | +3.2% | 2,079 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $218,000 | +1.9% | 2,079 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $214,000 | +1.4% | 2,079 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $211,000 | +5.0% | 2,079 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $201,000 | -7.4% | 2,079 | 0.0% | 0.01% | -16.7% |
| Q2 2015 | $217,000 | -0.5% | 2,079 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $218,000 | -3.1% | 2,079 | -4.3% | 0.01% | 0.0% |
| Q4 2014 | $225,000 | +4.2% | 2,173 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $216,000 | 0.0% | 2,173 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $216,000 | +137.4% | 2,173 | +125.6% | 0.01% | +100.0% |
| Q1 2014 | $91,000 | +1.1% | 963 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $90,000 | +9.8% | 963 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $82,000 | +6.5% | 963 | 0.0% | 0.00% | +50.0% |
| Q2 2013 | $77,000 | – | 963 | – | 0.00% | – |
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% |