ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q4 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 ↓ |
---|---|---|---|
Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |