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 | $1,477,510 | -76.1% | 11,167 | -78.9% | 0.00% | -100.0% |
| Q4 2023 | $6,177,372 | -22.0% | 53,011 | -30.1% | 0.00% | -50.0% |
| Q3 2023 | $7,922,823 | +46.3% | 75,831 | +51.7% | 0.00% | +100.0% |
| Q2 2023 | $5,416,825 | +1005.6% | 50,003 | +921.3% | 0.00% | – |
| Q1 2023 | $489,943 | +7.1% | 4,896 | 0.0% | 0.00% | – |
| Q4 2022 | $457,531 | +106550.6% | 4,896 | 0.0% | 0.00% | – |
| Q3 2022 | $429 | -5.1% | 4,896 | 0.0% | 0.00% | – |
| Q2 2022 | $452 | -99.9% | 4,896 | 0.0% | 0.00% | – |
| Q1 2022 | $545,000 | -5.5% | 4,896 | 0.0% | 0.00% | – |
| Q4 2021 | $577,000 | -77.6% | 4,896 | -79.5% | 0.00% | -100.0% |
| Q3 2021 | $2,578,000 | -50.0% | 23,896 | -51.5% | 0.00% | -50.0% |
| Q2 2016 | $5,160,000 | -49.3% | 49,315 | -50.4% | 0.00% | -33.3% |
| Q1 2016 | $10,182,000 | +4.7% | 99,329 | -1.5% | 0.00% | 0.0% |
| Q3 2015 | $9,729,000 | -20.2% | 100,842 | -13.8% | 0.00% | -25.0% |
| Q2 2015 | $12,191,000 | +7.0% | 116,944 | +7.6% | 0.00% | 0.0% |
| Q1 2015 | $11,394,000 | +49.8% | 108,666 | +47.9% | 0.00% | +100.0% |
| Q4 2014 | $7,607,000 | +5.1% | 73,448 | +0.6% | 0.00% | 0.0% |
| Q3 2014 | $7,239,000 | -0.1% | 73,014 | -0.2% | 0.00% | 0.0% |
| Q2 2014 | $7,249,000 | +3.8% | 73,127 | -0.7% | 0.00% | 0.0% |
| Q1 2014 | $6,982,000 | +2.5% | 73,629 | +0.8% | 0.00% | 0.0% |
| Q4 2013 | $6,815,000 | +9.0% | 73,010 | -0.5% | 0.00% | 0.0% |
| Q3 2013 | $6,251,000 | +1004.4% | 73,359 | +783.8% | 0.00% | – |
| Q2 2012 | $566,000 | – | 8,300 | – | 0.00% | – |
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% |