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 | $12,504 | -3.2% | 119,673 | +0.4% | 0.03% | 0.0% |
| Q2 2023 | $12,911 | +7.4% | 119,180 | -0.8% | 0.03% | +4.0% |
| Q1 2023 | $12,026 | +9.1% | 120,177 | +1.9% | 0.02% | -7.4% |
| Q4 2022 | $11,023 | -99.9% | 117,963 | +1.0% | 0.03% | +3.8% |
| Q3 2022 | $10,241,000 | -2.6% | 116,773 | +2.6% | 0.03% | -3.7% |
| Q2 2022 | $10,515,000 | -13.0% | 113,867 | +4.9% | 0.03% | -3.6% |
| Q1 2022 | $12,084,000 | -4.0% | 108,516 | +1.6% | 0.03% | 0.0% |
| Q4 2021 | $12,582,000 | +16.8% | 106,770 | +6.9% | 0.03% | +3.7% |
| Q3 2021 | $10,776,000 | +1.9% | 99,901 | +2.0% | 0.03% | 0.0% |
| Q2 2021 | $10,579,000 | -35.0% | 97,987 | -39.9% | 0.03% | -41.3% |
| Q1 2021 | $16,270,000 | +3.3% | 162,934 | -2.4% | 0.05% | -2.1% |
| Q4 2020 | $15,750,000 | +109.7% | 166,985 | +270.5% | 0.05% | +80.8% |
| Q3 2020 | $7,511,000 | +15.3% | 45,069 | +5.9% | 0.03% | +4.0% |
| Q2 2020 | $6,514,000 | +31.2% | 42,555 | +8.2% | 0.02% | +8.7% |
| Q1 2020 | $4,964,000 | -17.8% | 39,348 | +4.0% | 0.02% | 0.0% |
| Q4 2019 | $6,042,000 | +16.3% | 37,850 | +7.4% | 0.02% | +4.5% |
| Q3 2019 | $5,197,000 | -6.5% | 35,227 | -7.3% | 0.02% | -8.3% |
| Q2 2019 | $5,556,000 | -21.8% | 38,021 | -24.4% | 0.02% | -27.3% |
| Q1 2019 | $7,102,000 | -7.5% | 50,286 | -18.5% | 0.03% | -19.5% |
| Q4 2018 | $7,675,000 | +5.0% | 61,677 | +22.8% | 0.04% | +17.1% |
| Q3 2018 | $7,310,000 | +6.0% | 50,239 | -0.7% | 0.04% | -2.8% |
| Q2 2018 | $6,896,000 | +1.5% | 50,581 | -1.6% | 0.04% | -2.7% |
| Q1 2018 | $6,793,000 | -2.7% | 51,418 | -1.6% | 0.04% | -2.6% |
| Q4 2017 | $6,983,000 | – | 52,262 | – | 0.04% | – |
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% |