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 | $2,069,840 | +6.1% | 19,811 | +10.0% | 0.00% | – |
| Q2 2023 | $1,950,355 | -47.3% | 18,004 | -51.3% | 0.00% | – |
| Q1 2023 | $3,699,142 | +91.2% | 36,966 | +78.6% | 0.00% | – |
| Q4 2022 | $1,934,673 | +6.1% | 20,703 | -0.4% | 0.00% | – |
| Q3 2022 | $1,823,000 | -8.0% | 20,783 | -3.2% | 0.00% | – |
| Q2 2022 | $1,982,000 | -22.0% | 21,459 | -5.9% | 0.00% | – |
| Q1 2022 | $2,540,000 | +4.6% | 22,811 | +10.7% | 0.00% | – |
| Q4 2021 | $2,429,000 | -2.0% | 20,608 | -10.3% | 0.00% | – |
| Q3 2021 | $2,479,000 | +21.0% | 22,985 | +21.1% | 0.00% | – |
| Q2 2021 | $2,049,000 | +13.7% | 18,977 | +5.2% | 0.00% | – |
| Q1 2021 | $1,802,000 | +8.1% | 18,041 | +2.1% | 0.00% | – |
| Q4 2020 | $1,667,000 | +12.6% | 17,672 | +99.1% | 0.00% | – |
| Q3 2020 | $1,480,000 | +3.8% | 8,877 | -4.8% | 0.00% | – |
| Q2 2020 | $1,426,000 | +33.0% | 9,320 | +9.7% | 0.00% | – |
| Q1 2020 | $1,072,000 | -29.3% | 8,497 | -10.6% | 0.00% | – |
| Q4 2019 | $1,517,000 | +13.9% | 9,505 | +5.3% | 0.00% | – |
| Q3 2019 | $1,332,000 | +17.8% | 9,027 | +16.6% | 0.00% | – |
| Q2 2019 | $1,131,000 | +15.9% | 7,739 | +12.1% | 0.00% | – |
| Q1 2019 | $976,000 | +5.1% | 6,906 | -7.5% | 0.00% | – |
| Q4 2018 | $929,000 | -22.8% | 7,464 | -9.7% | 0.00% | – |
| Q3 2018 | $1,203,000 | +28.0% | 8,266 | +19.8% | 0.00% | – |
| Q2 2018 | $940,000 | -7.7% | 6,898 | -10.5% | 0.00% | – |
| Q1 2018 | $1,018,000 | +0.7% | 7,704 | +1.8% | 0.00% | – |
| Q4 2017 | $1,011,000 | -10.8% | 7,566 | -15.8% | 0.00% | – |
| Q3 2017 | $1,133,000 | +69.4% | 8,987 | +63.0% | 0.00% | – |
| Q2 2017 | $669,000 | +32.7% | 5,512 | +29.3% | 0.00% | – |
| Q1 2017 | $504,000 | +11.3% | 4,262 | +5.3% | 0.00% | – |
| Q4 2016 | $453,000 | -30.1% | 4,047 | -32.2% | 0.00% | – |
| Q3 2016 | $648,000 | +5.4% | 5,967 | +1.6% | 0.00% | – |
| Q2 2016 | $615,000 | +39.8% | 5,873 | +36.9% | 0.00% | – |
| Q1 2016 | $440,000 | -15.2% | 4,289 | -15.7% | 0.00% | – |
| Q4 2015 | $519,000 | +25.4% | 5,090 | +18.6% | 0.00% | – |
| Q3 2015 | $414,000 | +70.4% | 4,290 | +84.1% | 0.00% | – |
| Q2 2015 | $243,000 | -4.3% | 2,330 | -3.2% | 0.00% | – |
| Q1 2015 | $254,000 | – | 2,407 | – | 0.00% | – |
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% |