ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $519,000 | +9.3% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $475,000 | 0.0% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $475,000 | +8.2% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $439,000 | +5.8% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $415,000 | +13.1% | 4,400 | +100.0% | 0.03% | -3.7% |
| Q3 2020 | $367,000 | +8.9% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $337,000 | +21.2% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $278,000 | -20.8% | 2,200 | 0.0% | 0.03% | +8.0% |
| Q4 2019 | $351,000 | +8.0% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $325,000 | +1.2% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $321,000 | +3.2% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $311,000 | – | 2,200 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |