ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,072 | +139.1% | 5,150 | +111.1% | 0.00% | – |
| Q2 2022 | $225,000 | +12.5% | 2,440 | +35.6% | 0.00% | – |
| Q1 2022 | $200,000 | -29.3% | 1,800 | -25.0% | 0.00% | – |
| Q4 2021 | $283,000 | +9.3% | 2,400 | 0.0% | 0.00% | – |
| Q3 2021 | $259,000 | 0.0% | 2,400 | 0.0% | 0.00% | – |
| Q2 2021 | $259,000 | +2.0% | 2,400 | -5.5% | 0.00% | – |
| Q1 2021 | $254,000 | +5.8% | 2,540 | 0.0% | 0.00% | – |
| Q4 2020 | $240,000 | +13.2% | 2,540 | +100.0% | 0.00% | – |
| Q3 2020 | $212,000 | +4.4% | 1,270 | 0.0% | 0.00% | – |
| Q4 2019 | $203,000 | +1.5% | 1,270 | -13.6% | 0.00% | – |
| Q2 2018 | $200,000 | -9.5% | 1,470 | -12.0% | 0.00% | – |
| Q1 2018 | $221,000 | -0.9% | 1,670 | 0.0% | 0.00% | – |
| Q4 2017 | $223,000 | +6.2% | 1,670 | 0.0% | 0.00% | – |
| Q3 2017 | $210,000 | +3.4% | 1,670 | 0.0% | 0.00% | – |
| Q2 2017 | $203,000 | -37.7% | 1,670 | -47.7% | 0.00% | – |
| Q4 2015 | $326,000 | – | 3,193 | – | 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% |