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 | $760,061 | -12.8% | 7,245 | -10.0% | 0.02% | +5.0% |
| Q2 2023 | $871,669 | +4.5% | 8,046 | -3.5% | 0.02% | -9.1% |
| Q1 2023 | $834,239 | +10.2% | 8,337 | +2.9% | 0.02% | +4.8% |
| Q4 2022 | $757,305 | +17.6% | 8,104 | +10.5% | 0.02% | +10.5% |
| Q3 2022 | $644,000 | -2.9% | 7,337 | +2.3% | 0.02% | -32.1% |
| Q2 2022 | $663,000 | -17.0% | 7,175 | +0.0% | 0.03% | +7.7% |
| Q1 2022 | $799,000 | -4.8% | 7,174 | +0.7% | 0.03% | +8.3% |
| Q4 2021 | $839,000 | +6.7% | 7,121 | -2.3% | 0.02% | -4.0% |
| Q3 2021 | $786,000 | -0.5% | 7,288 | -1.7% | 0.02% | -3.8% |
| Q2 2021 | $790,000 | +10.8% | 7,415 | +3.3% | 0.03% | +4.0% |
| Q1 2021 | $713,000 | +1.9% | 7,177 | -3.2% | 0.02% | -32.4% |
| Q4 2020 | $700,000 | +18.2% | 7,417 | +109.0% | 0.04% | +15.6% |
| Q3 2020 | $592,000 | +7.6% | 3,548 | -1.1% | 0.03% | -13.5% |
| Q2 2020 | $550,000 | +13.2% | 3,588 | -6.8% | 0.04% | -9.8% |
| Q1 2020 | $486,000 | -12.0% | 3,850 | +11.4% | 0.04% | -12.8% |
| Q4 2019 | $552,000 | +4.3% | 3,455 | -3.6% | 0.05% | -9.6% |
| Q3 2019 | $529,000 | +1.1% | 3,584 | +0.3% | 0.05% | -8.8% |
| Q2 2019 | $523,000 | +8.7% | 3,575 | +5.1% | 0.06% | -5.0% |
| Q1 2019 | $481,000 | +13.7% | 3,400 | +0.1% | 0.06% | 0.0% |
| Q4 2018 | $423,000 | -14.9% | 3,395 | -0.5% | 0.06% | +1.7% |
| Q3 2018 | $497,000 | +44.1% | 3,413 | +35.2% | 0.06% | +28.3% |
| Q2 2018 | $345,000 | -27.1% | 2,525 | -29.5% | 0.05% | -30.3% |
| Q1 2018 | $473,000 | -1.0% | 3,580 | +0.1% | 0.07% | +1.5% |
| Q4 2017 | $478,000 | +4.6% | 3,576 | -1.4% | 0.06% | -14.5% |
| Q3 2017 | $457,000 | +41.9% | 3,625 | +36.8% | 0.08% | +31.0% |
| Q2 2017 | $322,000 | +28.3% | 2,650 | -1.3% | 0.06% | -27.5% |
| Q4 2013 | $251,000 | +9.6% | 2,686 | 0.0% | 0.08% | +2.6% |
| Q3 2013 | $229,000 | -27.5% | 2,686 | -31.4% | 0.08% | -27.1% |
| Q2 2013 | $316,000 | – | 3,917 | – | 0.11% | – |
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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% |