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 | $1,741,000 | +0.8% | 16,672 | +4.4% | 0.00% | 0.0% |
| Q2 2023 | $1,727,000 | +6.9% | 15,964 | -1.2% | 0.00% | -25.0% |
| Q1 2023 | $1,616,000 | +7.1% | 16,158 | +0.0% | 0.00% | +33.3% |
| Q4 2022 | $1,509,000 | +6.5% | 16,154 | +0.0% | 0.00% | -25.0% |
| Q3 2022 | $1,417,000 | -13.5% | 16,151 | -8.8% | 0.00% | 0.0% |
| Q2 2022 | $1,638,000 | -17.0% | 17,716 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,974,000 | +6.1% | 17,713 | +12.3% | 0.00% | 0.0% |
| Q4 2021 | $1,861,000 | +14.4% | 15,775 | +4.5% | 0.00% | 0.0% |
| Q3 2021 | $1,627,000 | -0.1% | 15,100 | +0.0% | 0.00% | -20.0% |
| Q2 2021 | $1,629,000 | +7.3% | 15,094 | -0.7% | 0.01% | 0.0% |
| Q1 2021 | $1,518,000 | +6.0% | 15,202 | +0.0% | 0.01% | -16.7% |
| Q4 2020 | $1,432,000 | +43.6% | 15,198 | +153.9% | 0.01% | +20.0% |
| Q3 2020 | $997,000 | -72.4% | 5,987 | -74.6% | 0.01% | -75.0% |
| Q2 2020 | $3,608,000 | +9.1% | 23,616 | -8.6% | 0.02% | -4.8% |
| Q1 2020 | $3,308,000 | +253.4% | 25,846 | +341.0% | 0.02% | +250.0% |
| Q4 2019 | $936,000 | +8.5% | 5,861 | +0.1% | 0.01% | +20.0% |
| Q3 2019 | $863,000 | +1.1% | 5,858 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $854,000 | +12.1% | 5,852 | +8.5% | 0.01% | 0.0% |
| Q1 2019 | $762,000 | -3.1% | 5,396 | -14.6% | 0.01% | -16.7% |
| Q4 2018 | $786,000 | +0.5% | 6,317 | +17.2% | 0.01% | 0.0% |
| Q3 2018 | $782,000 | +6.4% | 5,389 | +0.0% | 0.01% | 0.0% |
| Q2 2018 | $735,000 | -12.1% | 5,387 | -14.9% | 0.01% | -14.3% |
| Q1 2018 | $836,000 | -9.2% | 6,327 | -8.1% | 0.01% | -12.5% |
| Q4 2017 | $921,000 | +6.2% | 6,885 | +0.0% | 0.01% | +14.3% |
| Q3 2017 | $867,000 | -4.6% | 6,883 | -8.2% | 0.01% | -12.5% |
| Q2 2017 | $909,000 | -22.5% | 7,498 | -24.4% | 0.01% | -27.3% |
| Q1 2017 | $1,173,000 | +5.2% | 9,917 | -0.3% | 0.01% | -8.3% |
| Q4 2016 | $1,115,000 | +2.9% | 9,950 | -0.5% | 0.01% | -7.7% |
| Q3 2016 | $1,084,000 | +3.7% | 10,000 | +0.0% | 0.01% | 0.0% |
| Q2 2016 | $1,045,000 | +1.0% | 9,998 | -1.0% | 0.01% | +333.3% |
| Q1 2016 | $1,035,000 | +0.1% | 10,095 | -0.5% | 0.00% | -75.0% |
| Q4 2015 | $1,034,000 | +5.7% | 10,143 | +0.0% | 0.01% | -7.7% |
| Q3 2015 | $978,000 | -1.6% | 10,138 | +6.4% | 0.01% | -18.8% |
| Q2 2015 | $994,000 | -23.1% | 9,530 | -22.7% | 0.02% | -15.8% |
| Q1 2015 | $1,293,000 | +1.3% | 12,330 | 0.0% | 0.02% | -5.0% |
| Q4 2014 | $1,277,000 | +4.5% | 12,330 | 0.0% | 0.02% | -4.8% |
| Q3 2014 | $1,222,000 | -10.5% | 12,330 | -10.5% | 0.02% | -12.5% |
| Q2 2014 | $1,366,000 | +0.5% | 13,780 | -3.8% | 0.02% | -11.1% |
| Q1 2014 | $1,359,000 | +1.6% | 14,330 | 0.0% | 0.03% | -3.6% |
| Q4 2013 | $1,338,000 | +9.6% | 14,330 | 0.0% | 0.03% | -9.7% |
| Q3 2013 | $1,221,000 | +5.6% | 14,330 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $1,156,000 | – | 14,330 | – | 0.03% | – |
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% |