ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,242 | -4.0% | 1,237 | -0.5% | 0.00% | – |
| Q2 2023 | $134,654 | -7.0% | 1,243 | -14.1% | 0.00% | – |
| Q1 2023 | $144,801 | +7.1% | 1,447 | 0.0% | 0.00% | – |
| Q4 2022 | $135,223 | +5.6% | 1,447 | -0.6% | 0.00% | – |
| Q3 2022 | $128,000 | -42.1% | 1,456 | -39.1% | 0.00% | – |
| Q2 2022 | $221,000 | -19.3% | 2,392 | -2.8% | 0.00% | – |
| Q1 2022 | $274,000 | -5.5% | 2,461 | 0.0% | 0.00% | – |
| Q4 2021 | $290,000 | +9.4% | 2,461 | 0.0% | 0.00% | – |
| Q3 2021 | $265,000 | -0.4% | 2,461 | 0.0% | 0.00% | – |
| Q2 2021 | $266,000 | +8.1% | 2,461 | 0.0% | 0.00% | – |
| Q1 2021 | $246,000 | -12.1% | 2,461 | -17.2% | 0.00% | -100.0% |
| Q4 2020 | $280,000 | -30.0% | 2,972 | +23.8% | 0.00% | 0.0% |
| Q3 2020 | $400,000 | +9.0% | 2,400 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $367,000 | +20.7% | 2,402 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $304,000 | -20.6% | 2,402 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $383,000 | +7.9% | 2,402 | -0.4% | 0.00% | 0.0% |
| Q3 2019 | $355,000 | +0.6% | 2,411 | -0.3% | 0.00% | 0.0% |
| Q2 2019 | $353,000 | +3.2% | 2,419 | -0.2% | 0.00% | 0.0% |
| Q1 2019 | $342,000 | +13.2% | 2,424 | -0.2% | 0.00% | 0.0% |
| Q4 2018 | $302,000 | -14.7% | 2,430 | -0.1% | 0.00% | 0.0% |
| Q3 2018 | $354,000 | +6.9% | 2,432 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $331,000 | +2.5% | 2,432 | -0.3% | 0.00% | 0.0% |
| Q1 2018 | $323,000 | -3.6% | 2,439 | -2.6% | 0.00% | 0.0% |
| Q4 2017 | $335,000 | +5.7% | 2,503 | -0.4% | 0.00% | 0.0% |
| Q3 2017 | $317,000 | +3.9% | 2,513 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $305,000 | -1.9% | 2,513 | -4.5% | 0.00% | 0.0% |
| Q1 2017 | $311,000 | +5.4% | 2,631 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $295,000 | +3.1% | 2,631 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $286,000 | +4.0% | 2,631 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $275,000 | +1.9% | 2,631 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $270,000 | +0.7% | 2,631 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $268,000 | +5.1% | 2,631 | -0.4% | 0.00% | 0.0% |
| Q3 2015 | $255,000 | -24.6% | 2,641 | -18.5% | 0.00% | 0.0% |
| Q2 2015 | $338,000 | -0.6% | 3,241 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $340,000 | +58.1% | 3,241 | +56.6% | 0.00% | 0.0% |
| Q4 2014 | $215,000 | +4.9% | 2,069 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $205,000 | 0.0% | 2,069 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $205,000 | +4.6% | 2,069 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $196,000 | +1.0% | 2,069 | -0.5% | 0.00% | 0.0% |
| Q4 2013 | $194,000 | +4.9% | 2,080 | -3.8% | 0.00% | 0.0% |
| Q3 2013 | $185,000 | +5.7% | 2,163 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $175,000 | – | 2,163 | – | 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% |