ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,892,727 | +3.7% | 18,116 | +7.6% | 0.00% | 0.0% |
| Q2 2023 | $1,824,568 | +9.5% | 16,843 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $1,666,318 | +5.5% | 16,652 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $1,579,707 | -9.1% | 16,904 | -14.7% | 0.00% | 0.0% |
| Q3 2022 | $1,738,000 | +5.6% | 19,814 | +11.2% | 0.00% | 0.0% |
| Q2 2022 | $1,646,000 | -14.0% | 17,823 | +3.7% | 0.00% | 0.0% |
| Q1 2022 | $1,913,000 | -4.7% | 17,181 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $2,008,000 | +30.1% | 17,042 | +19.1% | 0.00% | 0.0% |
| Q3 2021 | $1,543,000 | +1.6% | 14,312 | +1.8% | 0.00% | +50.0% |
| Q2 2021 | $1,518,000 | +14.5% | 14,064 | +5.9% | 0.00% | 0.0% |
| Q1 2021 | $1,326,000 | -0.4% | 13,277 | -6.0% | 0.00% | -33.3% |
| Q4 2020 | $1,331,000 | +18.4% | 14,119 | +109.4% | 0.00% | +50.0% |
| Q3 2020 | $1,124,000 | +32.4% | 6,742 | +21.5% | 0.00% | 0.0% |
| Q2 2020 | $849,000 | -40.2% | 5,547 | -50.7% | 0.00% | -50.0% |
| Q1 2020 | $1,420,000 | -58.8% | 11,256 | -47.8% | 0.00% | -42.9% |
| Q4 2019 | $3,443,000 | +1587.7% | 21,571 | +947.1% | 0.01% | +16.7% |
| Q3 2014 | $204,000 | -3.3% | 2,060 | -3.2% | 0.01% | 0.0% |
| Q2 2014 | $211,000 | +5.0% | 2,128 | +0.3% | 0.01% | 0.0% |
| Q1 2014 | $201,000 | -3.4% | 2,122 | -17.8% | 0.01% | -25.0% |
| Q2 2013 | $208,000 | – | 2,582 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 42,605 | $5,021,000 | 2.21% |
| Sage Investment Advisers LLC | 14,227 | $1,677,000 | 2.16% |
| Sterling Investment Advisors, Ltd. | 58,364 | $7,155,000 | 2.02% |
| Townsend & Associates, Inc | 22,222 | $2,548,000 | 1.40% |
| Avondale Wealth Management | 10,424 | $1,228,000 | 1.24% |
| Ballew Advisors, Inc | 9,215 | $1,057,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,240 | $1,325,000 | 0.73% |
| IBEX WEALTH ADVISORS | 34,207 | $4,031,000 | 0.71% |
| Mathes Company, Inc. | 17,100 | $2,015,000 | 0.69% |
| Savant Capital, LLC | 177,813 | $20,955,000 | 0.68% |