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 | $56,210 | -3.6% | 538 | 0.0% | 0.00% | – |
| Q2 2023 | $58,282 | +8.3% | 538 | 0.0% | 0.00% | – |
| Q1 2023 | $53,838 | +7.1% | 538 | 0.0% | 0.00% | – |
| Q4 2022 | $50,276 | +7.0% | 538 | 0.0% | 0.00% | – |
| Q3 2022 | $47,000 | -6.0% | 538 | 0.0% | 0.00% | – |
| Q2 2022 | $50,000 | -16.7% | 538 | 0.0% | 0.00% | – |
| Q1 2022 | $60,000 | -40.6% | 538 | -37.4% | 0.00% | – |
| Q4 2021 | $101,000 | +8.6% | 859 | 0.0% | 0.00% | – |
| Q3 2021 | $93,000 | -26.2% | 859 | -26.5% | 0.00% | -100.0% |
| Q2 2021 | $126,000 | +7.7% | 1,168 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $117,000 | +4.5% | 1,168 | -1.7% | 0.00% | 0.0% |
| Q4 2020 | $112,000 | +13.1% | 1,188 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $99,000 | -38.5% | 594 | -43.6% | 0.00% | 0.0% |
| Q2 2020 | $161,000 | +29.8% | 1,054 | +7.4% | 0.00% | 0.0% |
| Q1 2020 | $124,000 | -21.0% | 981 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $157,000 | +8.3% | 981 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $145,000 | +1.4% | 981 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $143,000 | +2.9% | 981 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $139,000 | +82.9% | 981 | +60.0% | 0.00% | 0.0% |
| Q4 2018 | $76,000 | -14.6% | 613 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $89,000 | +6.0% | 613 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $84,000 | +3.7% | 613 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $81,000 | +15.7% | 613 | +17.7% | 0.00% | – |
| Q4 2017 | $70,000 | +6.1% | 521 | 0.0% | 0.00% | – |
| Q3 2017 | $66,000 | -2.9% | 521 | -6.8% | 0.00% | -100.0% |
| Q2 2017 | $68,000 | +3.0% | 559 | 0.0% | 0.00% | – |
| Q1 2017 | $66,000 | +144.4% | 559 | +129.1% | 0.00% | – |
| Q4 2016 | $27,000 | +22.7% | 244 | +18.4% | 0.00% | – |
| Q3 2016 | $22,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q2 2016 | $22,000 | +4.8% | 206 | 0.0% | 0.00% | – |
| Q1 2016 | $21,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q4 2015 | $21,000 | +5.0% | 206 | 0.0% | 0.00% | – |
| Q3 2015 | $20,000 | -4.8% | 206 | 0.0% | 0.00% | – |
| Q2 2015 | $21,000 | – | 206 | – | 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% |