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 | $1,389,838 | -8.7% | 13,302 | -5.3% | 0.05% | -5.5% |
| Q2 2023 | $1,521,771 | -13.0% | 14,047 | -19.6% | 0.06% | -5.2% |
| Q1 2023 | $1,748,331 | +10.1% | 17,471 | +2.8% | 0.06% | +1.8% |
| Q4 2022 | $1,587,939 | +6.6% | 16,992 | +0.0% | 0.06% | 0.0% |
| Q3 2022 | $1,490,000 | -2.9% | 16,985 | +2.2% | 0.06% | +7.5% |
| Q2 2022 | $1,535,000 | -8.6% | 16,618 | +10.3% | 0.05% | +6.0% |
| Q1 2022 | $1,679,000 | -7.5% | 15,073 | -2.1% | 0.05% | -2.0% |
| Q4 2021 | $1,815,000 | +15.5% | 15,400 | +5.7% | 0.05% | +8.5% |
| Q3 2021 | $1,571,000 | +4.7% | 14,568 | +4.8% | 0.05% | +4.4% |
| Q2 2021 | $1,501,000 | -12.4% | 13,900 | -19.0% | 0.04% | -18.2% |
| Q1 2021 | $1,713,000 | +9.9% | 17,157 | +3.8% | 0.06% | +3.8% |
| Q4 2020 | $1,559,000 | +16.5% | 16,531 | +105.9% | 0.05% | 0.0% |
| Q3 2020 | $1,338,000 | +42.6% | 8,029 | +31.1% | 0.05% | +29.3% |
| Q2 2020 | $938,000 | -45.5% | 6,124 | -55.1% | 0.04% | -59.8% |
| Q1 2020 | $1,720,000 | -33.4% | 13,630 | -15.7% | 0.10% | -6.4% |
| Q4 2019 | $2,581,000 | +20.2% | 16,165 | +11.1% | 0.11% | +5.8% |
| Q3 2019 | $2,147,000 | -0.7% | 14,550 | -1.6% | 0.10% | -7.2% |
| Q2 2019 | $2,162,000 | +10.0% | 14,793 | +6.3% | 0.11% | -0.9% |
| Q1 2019 | $1,966,000 | +83.1% | 13,920 | +61.3% | 0.11% | +43.6% |
| Q4 2018 | $1,074,000 | +9.9% | 8,631 | +28.6% | 0.08% | +36.8% |
| Q3 2018 | $977,000 | +13.6% | 6,712 | +6.4% | 0.06% | -1.7% |
| Q2 2018 | $860,000 | +9.6% | 6,311 | +6.3% | 0.06% | +1.8% |
| Q1 2018 | $785,000 | -5.5% | 5,938 | -4.5% | 0.06% | -10.9% |
| Q4 2017 | $831,000 | +7.9% | 6,216 | +1.8% | 0.06% | +1.6% |
| Q3 2017 | $770,000 | +5.8% | 6,105 | +1.7% | 0.06% | -7.4% |
| Q2 2017 | $728,000 | +6.6% | 6,002 | +3.9% | 0.07% | +3.0% |
| Q1 2017 | $683,000 | +13.3% | 5,776 | +7.3% | 0.07% | 0.0% |
| Q4 2016 | $603,000 | -19.6% | 5,384 | -22.1% | 0.07% | -25.8% |
| Q3 2016 | $750,000 | +3.9% | 6,914 | +0.3% | 0.09% | -5.3% |
| Q2 2016 | $722,000 | +26.7% | 6,895 | +23.9% | 0.09% | +20.5% |
| Q1 2016 | $570,000 | +16.6% | 5,564 | +15.9% | 0.08% | +14.7% |
| Q4 2015 | $489,000 | -9.8% | 4,799 | -14.5% | 0.07% | -20.9% |
| Q3 2015 | $542,000 | +3.0% | 5,614 | +11.2% | 0.09% | +17.8% |
| Q2 2015 | $526,000 | +0.8% | 5,047 | +1.4% | 0.07% | +5.8% |
| Q1 2015 | $522,000 | -5.6% | 4,975 | -6.9% | 0.07% | -5.5% |
| Q4 2014 | $553,000 | – | 5,343 | – | 0.07% | – |
Download | ||||||
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% |