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 | $743,907 | -15.4% | 7,120 | -12.3% | 0.01% | -13.3% |
| Q2 2023 | $879,649 | +8.5% | 8,120 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $810,473 | -8.4% | 8,099 | -14.5% | 0.02% | -11.8% |
| Q4 2022 | $885,004 | +114.3% | 9,470 | +100.9% | 0.02% | +88.9% |
| Q3 2022 | $413,000 | -4.6% | 4,714 | +0.4% | 0.01% | -10.0% |
| Q2 2022 | $433,000 | -16.9% | 4,693 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $521,000 | -16.1% | 4,680 | -11.1% | 0.01% | -16.7% |
| Q4 2021 | $621,000 | -1.1% | 5,267 | -9.4% | 0.01% | -7.7% |
| Q2 2021 | $628,000 | +8.1% | 5,816 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $581,000 | +5.8% | 5,816 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $549,000 | +13.2% | 5,816 | +100.0% | 0.01% | +8.3% |
| Q3 2020 | $485,000 | +9.0% | 2,908 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $445,000 | +21.3% | 2,908 | 0.0% | 0.01% | -7.7% |
| Q1 2020 | $367,000 | -39.5% | 2,908 | -23.5% | 0.01% | -23.5% |
| Q4 2019 | $607,000 | +8.2% | 3,800 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $561,000 | +1.1% | 3,800 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $555,000 | +3.4% | 3,800 | 0.0% | 0.02% | +6.2% |
| Q1 2019 | $537,000 | – | 3,800 | – | 0.02% | – |
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% |