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 | $573,321 | -3.5% | 5,487 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $594,376 | -53.9% | 5,487 | -57.4% | 0.00% | 0.0% |
| Q1 2023 | $1,288,001 | +4.5% | 12,871 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $1,232,325 | +18.5% | 13,187 | +11.3% | 0.00% | 0.0% |
| Q3 2022 | $1,040,000 | -3.3% | 11,853 | +1.7% | 0.00% | 0.0% |
| Q2 2022 | $1,076,000 | -17.4% | 11,656 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,303,000 | -24.6% | 11,700 | -20.2% | 0.00% | -25.0% |
| Q4 2021 | $1,728,000 | +12.1% | 14,660 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $1,542,000 | -2.8% | 14,291 | -2.7% | 0.00% | 0.0% |
| Q2 2021 | $1,586,000 | +9.6% | 14,691 | +1.4% | 0.00% | -20.0% |
| Q1 2021 | $1,447,000 | +5.9% | 14,487 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $1,366,000 | +13.2% | 14,487 | +100.0% | 0.00% | -20.0% |
| Q3 2020 | $1,207,000 | +8.8% | 7,243 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,109,000 | +306.2% | 7,243 | +234.1% | 0.01% | +150.0% |
| Q1 2020 | $273,000 | -40.8% | 2,168 | -24.9% | 0.00% | 0.0% |
| Q4 2019 | $461,000 | +75.3% | 2,886 | +62.0% | 0.00% | +100.0% |
| Q3 2019 | $263,000 | +14.8% | 1,782 | +13.8% | 0.00% | 0.0% |
| Q2 2019 | $229,000 | +3.6% | 1,566 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $221,000 | -2.2% | 1,566 | +0.7% | 0.00% | 0.0% |
| Q3 2018 | $226,000 | +6.6% | 1,555 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $212,000 | -38.4% | 1,555 | -40.3% | 0.00% | -50.0% |
| Q1 2018 | $344,000 | +42.7% | 2,604 | +44.7% | 0.00% | 0.0% |
| Q4 2017 | $241,000 | +19.3% | 1,800 | +12.5% | 0.00% | +100.0% |
| Q3 2017 | $202,000 | -29.9% | 1,600 | -32.5% | 0.00% | -50.0% |
| Q2 2017 | $288,000 | -28.4% | 2,372 | -30.3% | 0.00% | -33.3% |
| Q1 2017 | $402,000 | +12.0% | 3,403 | +6.4% | 0.00% | 0.0% |
| Q4 2016 | $359,000 | -34.0% | 3,199 | -36.1% | 0.00% | -40.0% |
| Q3 2016 | $544,000 | +106.1% | 5,004 | +98.3% | 0.01% | +66.7% |
| Q2 2016 | $264,000 | -40.1% | 2,524 | -40.7% | 0.00% | -40.0% |
| Q4 2014 | $441,000 | – | 4,254 | – | 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% |