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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,598 | -3.6% | 2,331 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $252,575 | +8.3% | 2,331 | +0.0% | 0.02% | +4.2% |
| Q1 2023 | $233,262 | +6.6% | 2,330 | -0.5% | 0.02% | -4.0% |
| Q4 2022 | $218,884 | +6.8% | 2,342 | +0.0% | 0.02% | -16.7% |
| Q3 2022 | $205,000 | -5.1% | 2,341 | +0.0% | 0.03% | +3.4% |
| Q2 2022 | $216,000 | -16.9% | 2,340 | +0.2% | 0.03% | -6.5% |
| Q1 2022 | $260,000 | -5.5% | 2,335 | +0.2% | 0.03% | -13.9% |
| Q4 2021 | $275,000 | +8.7% | 2,331 | -0.6% | 0.04% | -5.3% |
| Q3 2021 | $253,000 | 0.0% | 2,346 | +0.2% | 0.04% | -9.5% |
| Q2 2021 | $253,000 | +8.1% | 2,342 | +0.2% | 0.04% | -20.8% |
| Q1 2021 | $234,000 | +6.4% | 2,338 | +0.2% | 0.05% | -8.6% |
| Q4 2020 | $220,000 | – | 2,333 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |