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 | $247 | -37.0% | 2,362 | -34.7% | 0.02% | -38.2% |
| Q2 2023 | $392 | -1.5% | 3,615 | -9.2% | 0.03% | +6.2% |
| Q1 2023 | $398 | +6.1% | 3,982 | -0.9% | 0.03% | -8.6% |
| Q4 2022 | $375 | -99.9% | 4,018 | -1.9% | 0.04% | 0.0% |
| Q3 2022 | $359,000 | +4.4% | 4,097 | +9.9% | 0.04% | +2.9% |
| Q2 2022 | $344,000 | +152.9% | 3,727 | +205.5% | 0.03% | +209.1% |
| Q1 2022 | $136,000 | +18.3% | 1,220 | +24.5% | 0.01% | +22.2% |
| Q4 2021 | $115,000 | +8.5% | 980 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $106,000 | -28.9% | 980 | -29.0% | 0.01% | -30.8% |
| Q2 2021 | $149,000 | +23.1% | 1,380 | +81.6% | 0.01% | -23.5% |
| Q4 2019 | $121,000 | +9.0% | 760 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $111,000 | -85.4% | 760 | +610.3% | 0.02% | +325.0% |
| Q1 2019 | $760,000 | +584.7% | 107 | +10600.0% | 0.00% | -80.0% |
| Q3 2018 | $111,000 | -49.1% | 1 | -99.9% | 0.02% | -33.3% |
| Q2 2018 | $218,000 | +77.2% | 1,602 | +71.9% | 0.03% | +3.4% |
| Q1 2018 | $123,000 | – | 932 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |