PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,770
-3.6%
940.0%0.00%0.0%
Q2 2023$10,130
+8.3%
940.0%0.00%0.0%
Q1 2023$9,357
+7.1%
940.0%0.00%0.0%
Q4 2022$8,738
+9.2%
940.0%0.00%0.0%
Q3 2022$8,000
-11.1%
940.0%0.00%0.0%
Q2 2022$9,000
-10.0%
940.0%0.00%0.0%
Q1 2022$10,000
-9.1%
940.0%0.00%0.0%
Q4 2021$11,000
+120.0%
94
+88.0%
0.00%
Q4 2020$5,000
+25.0%
50
+100.0%
0.00%
Q3 2020$4,0000.0%250.0%0.00%
Q2 2020$4,000
+33.3%
250.0%0.00%
Q1 2020$3,000
-25.0%
250.0%0.00%
Q4 2019$4,000
-99.8%
250.0%0.00%
Q4 2015$2,549,000250.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders