ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $734,000 | -3.5% | 7,028 | 0.0% | 0.12% | -6.5% |
| Q2 2023 | $761,000 | +8.3% | 7,028 | 0.0% | 0.12% | +9.8% |
| Q1 2023 | $703,000 | +7.0% | 7,028 | 0.0% | 0.11% | +2.8% |
| Q4 2022 | $657,000 | +6.7% | 7,028 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $616,000 | -5.1% | 7,028 | 0.0% | 0.11% | +2.8% |
| Q2 2022 | $649,000 | -17.1% | 7,028 | 0.0% | 0.11% | +7.0% |
| Q1 2022 | $783,000 | -5.4% | 7,028 | 0.0% | 0.10% | +16.3% |
| Q4 2021 | $828,000 | +5.9% | 7,028 | -3.1% | 0.09% | 0.0% |
| Q3 2021 | $782,000 | -0.1% | 7,250 | 0.0% | 0.09% | +4.9% |
| Q2 2021 | $783,000 | +8.1% | 7,250 | 0.0% | 0.08% | -1.2% |
| Q1 2021 | $724,000 | +5.8% | 7,250 | 0.0% | 0.08% | +1.2% |
| Q4 2020 | $684,000 | +13.2% | 7,250 | +100.0% | 0.08% | +1.2% |
| Q3 2020 | $604,000 | +8.8% | 3,625 | 0.0% | 0.08% | -1.2% |
| Q2 2020 | $555,000 | +21.4% | 3,625 | 0.0% | 0.08% | -4.7% |
| Q1 2020 | $457,000 | -21.1% | 3,625 | 0.0% | 0.09% | +4.9% |
| Q4 2019 | $579,000 | +36.6% | 3,625 | +26.1% | 0.08% | +9.3% |
| Q3 2019 | $424,000 | -20.0% | 2,875 | -20.7% | 0.08% | -10.7% |
| Q2 2019 | $530,000 | +3.5% | 3,625 | 0.0% | 0.08% | +1.2% |
| Q1 2019 | $512,000 | +13.5% | 3,625 | 0.0% | 0.08% | +1.2% |
| Q4 2018 | $451,000 | -14.6% | 3,625 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $528,000 | +6.9% | 3,625 | 0.0% | 0.08% | +2.5% |
| Q2 2018 | $494,000 | +3.1% | 3,625 | 0.0% | 0.08% | -4.8% |
| Q1 2018 | $479,000 | -1.0% | 3,625 | 0.0% | 0.08% | -4.5% |
| Q4 2017 | $484,000 | +5.9% | 3,625 | 0.0% | 0.09% | +3.5% |
| Q3 2017 | $457,000 | +3.9% | 3,625 | 0.0% | 0.08% | +1.2% |
| Q2 2017 | $440,000 | +2.6% | 3,625 | 0.0% | 0.08% | -3.4% |
| Q1 2017 | $429,000 | +5.7% | 3,625 | 0.0% | 0.09% | +6.1% |
| Q4 2016 | $406,000 | +3.3% | 3,625 | 0.0% | 0.08% | +2.5% |
| Q3 2016 | $393,000 | +3.7% | 3,625 | 0.0% | 0.08% | -3.6% |
| Q2 2016 | $379,000 | +1.9% | 3,625 | 0.0% | 0.08% | +6.4% |
| Q1 2016 | $372,000 | +0.5% | 3,625 | 0.0% | 0.08% | +8.3% |
| Q4 2015 | $370,000 | +5.7% | 3,625 | 0.0% | 0.07% | -11.1% |
| Q3 2015 | $350,000 | -7.4% | 3,625 | 0.0% | 0.08% | +1.2% |
| Q2 2015 | $378,000 | -0.5% | 3,625 | 0.0% | 0.08% | +2.6% |
| Q1 2015 | $380,000 | +1.3% | 3,625 | 0.0% | 0.08% | +1.3% |
| Q4 2014 | $375,000 | +4.5% | 3,625 | 0.0% | 0.08% | -10.5% |
| Q3 2014 | $359,000 | 0.0% | 3,625 | 0.0% | 0.09% | +19.4% |
| Q2 2014 | $359,000 | +4.4% | 3,625 | 0.0% | 0.07% | +2.9% |
| Q1 2014 | $344,000 | +1.8% | 3,625 | 0.0% | 0.07% | +1.4% |
| Q4 2013 | $338,000 | +9.4% | 3,625 | 0.0% | 0.07% | +4.5% |
| Q3 2013 | $309,000 | +5.5% | 3,625 | 0.0% | 0.07% | 0.0% |
| Q2 2013 | $293,000 | – | 3,625 | – | 0.07% | – |
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% |