ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 143 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,810,297 | -8.7% | 103,468 | -5.4% | 0.00% | 0.0% |
| Q2 2023 | $11,846,862 | +7.8% | 109,359 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $10,988,906 | +4.2% | 109,812 | -2.7% | 0.00% | 0.0% |
| Q4 2022 | $10,541,907 | +48.4% | 112,808 | +39.3% | 0.00% | +50.0% |
| Q3 2022 | $7,104,000 | -5.2% | 81,004 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $7,497,000 | -17.6% | 81,184 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $9,102,000 | -15.4% | 81,736 | -10.5% | 0.00% | -33.3% |
| Q4 2021 | $10,760,000 | +3.0% | 91,295 | -5.8% | 0.00% | +50.0% |
| Q3 2021 | $10,450,000 | -5.6% | 96,871 | -5.5% | 0.00% | 0.0% |
| Q2 2021 | $11,069,000 | +2.4% | 102,517 | -5.3% | 0.00% | 0.0% |
| Q1 2021 | $10,814,000 | +28.9% | 108,289 | +21.8% | 0.00% | 0.0% |
| Q4 2020 | $8,389,000 | +25.2% | 88,937 | +121.2% | 0.00% | 0.0% |
| Q3 2020 | $6,700,000 | +5.1% | 40,201 | -3.4% | 0.00% | 0.0% |
| Q2 2020 | $6,372,000 | +11.6% | 41,626 | -8.0% | 0.00% | 0.0% |
| Q1 2020 | $5,711,000 | -45.3% | 45,268 | -30.7% | 0.00% | -33.3% |
| Q4 2019 | $10,435,000 | +5.7% | 65,360 | -2.3% | 0.00% | 0.0% |
| Q3 2019 | $9,869,000 | +0.8% | 66,888 | -0.2% | 0.00% | 0.0% |
| Q2 2019 | $9,790,000 | +2.3% | 66,998 | -1.1% | 0.00% | 0.0% |
| Q1 2019 | $9,569,000 | +6.6% | 67,751 | -6.0% | 0.00% | 0.0% |
| Q4 2018 | $8,974,000 | -32.1% | 72,106 | -20.6% | 0.00% | -25.0% |
| Q3 2018 | $13,210,000 | +28.3% | 90,777 | +20.2% | 0.00% | +33.3% |
| Q2 2018 | $10,293,000 | -10.8% | 75,495 | -13.6% | 0.00% | 0.0% |
| Q1 2018 | $11,538,000 | -2.3% | 87,329 | -1.2% | 0.00% | 0.0% |
| Q4 2017 | $11,813,000 | -11.0% | 88,409 | -16.1% | 0.00% | -25.0% |
| Q3 2017 | $13,277,000 | -17.5% | 105,346 | -20.6% | 0.00% | -20.0% |
| Q2 2017 | $16,088,000 | -10.0% | 132,597 | -12.3% | 0.01% | -16.7% |
| Q1 2017 | $17,878,000 | +45.4% | 151,177 | +37.7% | 0.01% | +50.0% |
| Q4 2016 | $12,299,000 | +7.7% | 109,758 | +4.4% | 0.00% | 0.0% |
| Q3 2016 | $11,415,000 | +4.6% | 105,176 | +0.9% | 0.00% | 0.0% |
| Q2 2016 | $10,910,000 | -13.0% | 104,278 | -14.8% | 0.00% | -20.0% |
| Q1 2016 | $12,543,000 | -59.3% | 122,363 | -59.5% | 0.01% | -58.3% |
| Q4 2015 | $30,805,000 | +57.3% | 302,104 | +48.8% | 0.01% | +50.0% |
| Q3 2015 | $19,589,000 | -21.4% | 203,036 | -15.1% | 0.01% | -20.0% |
| Q2 2015 | $24,936,000 | -53.6% | 239,195 | -53.3% | 0.01% | 0.0% |
| Q1 2015 | $53,690,000 | +105.8% | 512,062 | +103.3% | 0.01% | 0.0% |
| Q4 2014 | $26,091,000 | +4.5% | 251,927 | +0.0% | 0.01% | 0.0% |
| Q3 2014 | $24,976,000 | -4.8% | 251,921 | -4.8% | 0.01% | -9.1% |
| Q2 2014 | $26,222,000 | +3.0% | 264,521 | -1.5% | 0.01% | 0.0% |
| Q1 2014 | $25,458,000 | -0.5% | 268,492 | -2.1% | 0.01% | 0.0% |
| Q4 2013 | $25,597,000 | +21.8% | 274,240 | +11.2% | 0.01% | +10.0% |
| Q3 2013 | $21,020,000 | -13.5% | 246,677 | -18.1% | 0.01% | -23.1% |
| Q2 2013 | $24,293,000 | – | 301,079 | – | 0.01% | – |
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% |