ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,427,771 | -3.3% | 32,808 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $3,544,657 | +12.8% | 32,721 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $3,141,562 | +4.8% | 31,394 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $2,999,000 | -9.2% | 32,091 | -14.8% | 0.00% | 0.0% |
| Q3 2022 | $3,304,000 | -3.6% | 37,668 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $3,427,000 | -23.6% | 37,105 | -7.9% | 0.00% | -25.0% |
| Q1 2022 | $4,486,000 | -15.2% | 40,286 | -10.3% | 0.00% | 0.0% |
| Q4 2021 | $5,292,000 | +37.6% | 44,903 | +26.0% | 0.00% | +33.3% |
| Q3 2021 | $3,845,000 | +9.2% | 35,645 | +9.3% | 0.00% | 0.0% |
| Q2 2021 | $3,520,000 | +11.0% | 32,599 | +2.7% | 0.00% | 0.0% |
| Q1 2021 | $3,170,000 | +13.0% | 31,744 | +6.7% | 0.00% | 0.0% |
| Q4 2020 | $2,806,000 | +4.4% | 29,751 | +84.5% | 0.00% | 0.0% |
| Q3 2020 | $2,688,000 | +12.3% | 16,124 | +3.2% | 0.00% | 0.0% |
| Q2 2020 | $2,393,000 | +12.9% | 15,631 | -6.9% | 0.00% | 0.0% |
| Q1 2020 | $2,119,000 | -33.4% | 16,792 | -15.8% | 0.00% | -25.0% |
| Q4 2019 | $3,183,000 | +28.6% | 19,937 | +18.8% | 0.00% | +33.3% |
| Q3 2019 | $2,476,000 | +1.2% | 16,780 | +0.2% | 0.00% | -25.0% |
| Q2 2019 | $2,447,000 | 0.0% | 16,745 | -3.4% | 0.00% | 0.0% |
| Q1 2019 | $2,447,000 | -6.0% | 17,328 | -17.1% | 0.00% | -20.0% |
| Q4 2018 | $2,603,000 | +38.9% | 20,913 | +62.4% | 0.01% | +66.7% |
| Q3 2018 | $1,874,000 | +45.2% | 12,880 | +36.0% | 0.00% | +50.0% |
| Q2 2018 | $1,291,000 | +18.1% | 9,471 | +14.5% | 0.00% | 0.0% |
| Q1 2018 | $1,093,000 | -1.0% | 8,274 | +0.1% | 0.00% | 0.0% |
| Q4 2017 | $1,104,000 | -6.5% | 8,262 | -11.8% | 0.00% | 0.0% |
| Q3 2017 | $1,181,000 | -32.4% | 9,370 | -35.0% | 0.00% | -50.0% |
| Q2 2017 | $1,748,000 | +48.6% | 14,409 | +44.9% | 0.00% | +33.3% |
| Q1 2017 | $1,176,000 | +28.9% | 9,942 | +22.1% | 0.00% | +50.0% |
| Q4 2016 | $912,000 | -10.1% | 8,141 | -13.0% | 0.00% | -33.3% |
| Q3 2016 | $1,015,000 | +3.2% | 9,355 | -0.5% | 0.00% | 0.0% |
| Q2 2016 | $984,000 | +2.8% | 9,402 | +0.7% | 0.00% | 0.0% |
| Q1 2016 | $957,000 | -11.1% | 9,335 | -11.6% | 0.00% | -25.0% |
| Q4 2015 | $1,076,000 | -17.8% | 10,554 | -22.2% | 0.00% | -20.0% |
| Q3 2015 | $1,309,000 | -43.0% | 13,569 | -38.4% | 0.01% | -44.4% |
| Q2 2015 | $2,295,000 | +1.2% | 22,015 | +1.8% | 0.01% | -10.0% |
| Q1 2015 | $2,268,000 | -7.7% | 21,633 | -8.8% | 0.01% | -16.7% |
| Q4 2014 | $2,457,000 | -16.8% | 23,726 | -20.3% | 0.01% | -29.4% |
| Q3 2014 | $2,953,000 | +13.3% | 29,787 | +13.3% | 0.02% | +6.2% |
| Q2 2014 | $2,607,000 | +9.5% | 26,299 | +4.8% | 0.02% | 0.0% |
| Q1 2014 | $2,380,000 | -6.6% | 25,100 | -8.0% | 0.02% | -15.8% |
| Q4 2013 | $2,548,000 | +20.2% | 27,293 | +9.7% | 0.02% | +5.6% |
| Q3 2013 | $2,120,000 | +41.8% | 24,879 | +34.2% | 0.02% | +28.6% |
| Q2 2013 | $1,495,000 | – | 18,534 | – | 0.01% | – |
Download | ||||||
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% |