ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $52,924 | +3.3% | 400 | 0.0% | 0.02% | +5.0% |
Q1 2024 | $51,236 | +9.9% | 400 | 0.0% | 0.02% | -4.8% |
Q4 2023 | $46,612 | +11.5% | 400 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $41,792 | -3.6% | 400 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $43,332 | +8.3% | 400 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $40,028 | +7.1% | 400 | 0.0% | 0.02% | +10.5% |
Q4 2022 | $37,380 | +6.8% | 400 | 0.0% | 0.02% | -5.0% |
Q3 2022 | $35,000 | -5.4% | 400 | 0.0% | 0.02% | +5.3% |
Q2 2022 | $37,000 | -17.8% | 400 | 0.0% | 0.02% | -13.6% |
Q1 2022 | $45,000 | -4.3% | 400 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $47,000 | +9.3% | 400 | 0.0% | 0.02% | -4.3% |
Q3 2021 | $43,000 | 0.0% | 400 | 0.0% | 0.02% | -4.2% |
Q2 2021 | $43,000 | +7.5% | 400 | 0.0% | 0.02% | -4.0% |
Q1 2021 | $40,000 | +5.3% | 400 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $38,000 | +15.2% | 400 | +100.0% | 0.02% | -7.4% |
Q3 2020 | $33,000 | +6.5% | 200 | 0.0% | 0.03% | +8.0% |
Q2 2020 | $31,000 | +24.0% | 200 | 0.0% | 0.02% | -3.8% |
Q1 2020 | $25,000 | -21.9% | 200 | 0.0% | 0.03% | 0.0% |
Q4 2019 | $32,000 | – | 200 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |