ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,453,000 | -0.5% | 22,030 | -3.6% | 0.11% | -11.3% |
| Q3 2021 | $2,466,000 | -4.6% | 22,860 | -4.5% | 0.12% | -6.1% |
| Q2 2021 | $2,584,000 | +8.5% | 23,937 | +0.4% | 0.13% | +3.1% |
| Q1 2021 | $2,381,000 | +8.9% | 23,845 | +2.8% | 0.13% | -1.5% |
| Q4 2020 | $2,187,000 | +4188.2% | 23,188 | +7552.8% | 0.13% | +4233.3% |
| Q3 2020 | $51,000 | +10.9% | 303 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $46,000 | +109.1% | 303 | +102.0% | 0.00% | +50.0% |
| Q3 2019 | $22,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | – | 150 | – | 0.00% | – |
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% |