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 | $1,776,787 | -14.0% | 17,006 | -69.1% | 0.03% | -6.7% |
| Q2 2023 | $2,065,745 | +129.8% | 54,954 | +467.3% | 0.03% | +100.0% |
| Q1 2023 | $899,050 | -54.1% | 9,687 | -53.8% | 0.02% | -57.1% |
| Q4 2022 | $1,958,432 | -10.2% | 20,957 | -15.7% | 0.04% | -28.6% |
| Q3 2022 | $2,181,000 | -5.5% | 24,873 | -0.4% | 0.05% | -5.8% |
| Q2 2022 | $2,307,000 | -21.6% | 24,983 | -5.5% | 0.05% | -20.0% |
| Q1 2022 | $2,944,000 | -6.6% | 26,441 | -1.1% | 0.06% | -12.2% |
| Q4 2021 | $3,151,000 | +9.0% | 26,741 | -0.3% | 0.07% | -6.3% |
| Q3 2021 | $2,892,000 | -0.6% | 26,811 | -0.5% | 0.08% | -2.5% |
| Q2 2021 | $2,910,000 | +6.0% | 26,951 | -2.0% | 0.08% | -6.9% |
| Q1 2021 | $2,746,000 | +5.8% | 27,495 | -0.1% | 0.09% | -4.4% |
| Q4 2020 | $2,595,000 | +13.2% | 27,512 | +100.0% | 0.09% | -8.1% |
| Q3 2020 | $2,293,000 | +5.3% | 13,756 | -3.3% | 0.10% | +6.5% |
| Q2 2020 | $2,177,000 | +12.9% | 14,223 | -7.0% | 0.09% | -1.1% |
| Q1 2020 | $1,929,000 | +31.4% | 15,287 | +66.3% | 0.09% | +56.7% |
| Q4 2019 | $1,468,000 | – | 9,194 | – | 0.06% | – |
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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% |