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 | $18,757,951 | -5.1% | 179,536 | -1.6% | 0.02% | -5.9% |
| Q2 2023 | $19,757,040 | +7.5% | 182,378 | -0.7% | 0.02% | +6.2% |
| Q1 2023 | $18,372,360 | +6.4% | 183,595 | -0.7% | 0.02% | -5.9% |
| Q4 2022 | $17,272,194 | +7.4% | 184,828 | +0.8% | 0.02% | 0.0% |
| Q3 2022 | $16,086,000 | -5.6% | 183,410 | -0.6% | 0.02% | 0.0% |
| Q2 2022 | $17,038,000 | -17.5% | 184,491 | -0.5% | 0.02% | -5.6% |
| Q1 2022 | $20,650,000 | -6.8% | 185,438 | -1.3% | 0.02% | 0.0% |
| Q4 2021 | $22,146,000 | +8.0% | 187,927 | -1.1% | 0.02% | -5.3% |
| Q3 2021 | $20,498,000 | -0.7% | 190,026 | -0.7% | 0.02% | 0.0% |
| Q2 2021 | $20,652,000 | +6.3% | 191,275 | -1.7% | 0.02% | 0.0% |
| Q1 2021 | $19,428,000 | -5.9% | 194,536 | -11.1% | 0.02% | -9.5% |
| Q4 2020 | $20,637,000 | +16.5% | 218,805 | +105.9% | 0.02% | -4.5% |
| Q3 2020 | $17,712,000 | +8.3% | 106,271 | -0.5% | 0.02% | 0.0% |
| Q2 2020 | $16,349,000 | +16.8% | 106,813 | -3.7% | 0.02% | +22.2% |
| Q1 2020 | $13,994,000 | -25.9% | 110,928 | -6.2% | 0.02% | -5.3% |
| Q4 2019 | $18,887,000 | +4.5% | 118,308 | -3.4% | 0.02% | +5.6% |
| Q3 2019 | $18,074,000 | -0.9% | 122,502 | -1.9% | 0.02% | 0.0% |
| Q2 2019 | $18,241,000 | -0.8% | 124,817 | -4.1% | 0.02% | 0.0% |
| Q1 2019 | $18,384,000 | +8.0% | 130,171 | -4.9% | 0.02% | -5.3% |
| Q4 2018 | $17,030,000 | -9.2% | 136,841 | +6.1% | 0.02% | +5.6% |
| Q3 2018 | $18,763,000 | +5.0% | 128,931 | -1.6% | 0.02% | 0.0% |
| Q2 2018 | $17,867,000 | -2.6% | 131,051 | -5.6% | 0.02% | 0.0% |
| Q1 2018 | $18,349,000 | -2.2% | 138,885 | -1.1% | 0.02% | 0.0% |
| Q4 2017 | $18,771,000 | +4.4% | 140,472 | -1.5% | 0.02% | -5.3% |
| Q3 2017 | $17,975,000 | +1.0% | 142,630 | -2.7% | 0.02% | 0.0% |
| Q2 2017 | $17,789,000 | -2.1% | 146,609 | -4.5% | 0.02% | -5.0% |
| Q1 2017 | $18,162,000 | +7.4% | 153,582 | +1.8% | 0.02% | +5.3% |
| Q4 2016 | $16,911,000 | +3.2% | 150,922 | -0.0% | 0.02% | 0.0% |
| Q3 2016 | $16,383,000 | +0.7% | 150,954 | -2.9% | 0.02% | 0.0% |
| Q2 2016 | $16,273,000 | -0.6% | 155,526 | -2.6% | 0.02% | 0.0% |
| Q1 2016 | $16,374,000 | -0.6% | 159,733 | -1.1% | 0.02% | 0.0% |
| Q4 2015 | $16,469,000 | +4.0% | 161,502 | -1.6% | 0.02% | 0.0% |
| Q3 2015 | $15,841,000 | -7.2% | 164,187 | +0.3% | 0.02% | 0.0% |
| Q2 2015 | $17,062,000 | -4.5% | 163,656 | -3.9% | 0.02% | -5.0% |
| Q1 2015 | $17,858,000 | +0.3% | 170,308 | -1.0% | 0.02% | 0.0% |
| Q4 2014 | $17,809,000 | +4.1% | 171,956 | -0.3% | 0.02% | 0.0% |
| Q3 2014 | $17,106,000 | +44.1% | 172,537 | +44.1% | 0.02% | +33.3% |
| Q2 2014 | $11,869,000 | +6.5% | 119,732 | +1.9% | 0.02% | 0.0% |
| Q1 2014 | $11,140,000 | +1.8% | 117,498 | +0.2% | 0.02% | 0.0% |
| Q4 2013 | $10,943,000 | +10.0% | 117,244 | +0.4% | 0.02% | +7.1% |
| Q3 2013 | $9,948,000 | +9.6% | 116,738 | +3.8% | 0.01% | +7.7% |
| Q2 2013 | $9,075,000 | – | 112,463 | – | 0.01% | – |
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% |