ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 137 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,580,000 | +1.0% | 10,711 | 0.0% | 0.14% | +4.3% |
| Q2 2019 | $1,565,000 | +3.4% | 10,711 | 0.0% | 0.14% | +3.7% |
| Q1 2019 | $1,513,000 | +179.7% | 10,711 | +146.3% | 0.13% | +139.3% |
| Q4 2018 | $541,000 | -14.1% | 4,348 | +0.5% | 0.06% | -12.5% |
| Q3 2018 | $630,000 | +7.1% | 4,328 | +0.4% | 0.06% | -1.5% |
| Q2 2018 | $588,000 | +3.5% | 4,312 | +0.4% | 0.06% | -4.4% |
| Q1 2018 | $568,000 | -1.0% | 4,296 | 0.0% | 0.07% | -2.9% |
| Q4 2017 | $574,000 | +46.1% | 4,296 | +14.5% | 0.07% | -16.7% |
| Q1 2015 | $393,000 | +1.6% | 3,751 | +0.5% | 0.08% | -6.7% |
| Q4 2014 | $387,000 | +5.2% | 3,732 | +0.4% | 0.09% | -6.2% |
| Q3 2014 | $368,000 | +1.1% | 3,716 | +1.3% | 0.10% | 0.0% |
| Q2 2014 | $364,000 | +4.6% | 3,670 | 0.0% | 0.10% | -5.9% |
| Q1 2014 | $348,000 | +1.5% | 3,670 | 0.0% | 0.10% | +3.0% |
| Q4 2013 | $343,000 | – | 3,670 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |