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 | $334,336 | -3.6% | 3,200 | 0.0% | 0.08% | +2.6% |
| Q2 2023 | $346,656 | +8.3% | 3,200 | 0.0% | 0.08% | +4.1% |
| Q1 2023 | $320,064 | +8.1% | 3,200 | 0.0% | 0.07% | +5.8% |
| Q4 2022 | $296,192 | +4.7% | 3,200 | 0.0% | 0.07% | +9.5% |
| Q3 2022 | $283,000 | -4.4% | 3,200 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $296,000 | -16.9% | 3,200 | 0.0% | 0.06% | -8.6% |
| Q1 2022 | $356,000 | -5.6% | 3,200 | 0.0% | 0.07% | +1.4% |
| Q4 2021 | $377,000 | +9.3% | 3,200 | 0.0% | 0.07% | +3.0% |
| Q3 2021 | $345,000 | 0.0% | 3,200 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $345,000 | +7.8% | 3,200 | 0.0% | 0.07% | +2.9% |
| Q1 2021 | $320,000 | +6.0% | 3,200 | 0.0% | 0.07% | -1.4% |
| Q4 2020 | $302,000 | +13.1% | 3,200 | +100.0% | 0.07% | +13.1% |
| Q3 2020 | $267,000 | +9.0% | 1,600 | 0.0% | 0.06% | +32.6% |
| Q2 2020 | $245,000 | +20.1% | 1,600 | 0.0% | 0.05% | +4.5% |
| Q1 2020 | $204,000 | -20.0% | 1,600 | 0.0% | 0.04% | -13.7% |
| Q4 2019 | $255,000 | +8.1% | 1,600 | 0.0% | 0.05% | -5.6% |
| Q3 2019 | $236,000 | +0.9% | 1,600 | 0.0% | 0.05% | +3.8% |
| Q2 2019 | $234,000 | +3.5% | 1,600 | 0.0% | 0.05% | -7.1% |
| Q1 2019 | $226,000 | +13.6% | 1,600 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $199,000 | -14.6% | 1,600 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $233,000 | +6.9% | 1,600 | 0.0% | 0.06% | +1.8% |
| Q2 2018 | $218,000 | +3.3% | 1,600 | 0.0% | 0.06% | -1.8% |
| Q1 2018 | $211,000 | -1.4% | 1,600 | 0.0% | 0.06% | -8.2% |
| Q4 2017 | $214,000 | +6.5% | 1,600 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $201,000 | +3.6% | 1,600 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $194,000 | +2.6% | 1,600 | 0.0% | 0.06% | -7.6% |
| Q1 2017 | $189,000 | +5.6% | 1,600 | 0.0% | 0.07% | -2.9% |
| Q4 2016 | $179,000 | +2.9% | 1,600 | 0.0% | 0.07% | -8.1% |
| Q3 2016 | $174,000 | +4.2% | 1,600 | 0.0% | 0.07% | +7.2% |
| Q2 2016 | $167,000 | +1.8% | 1,600 | 0.0% | 0.07% | -6.8% |
| Q1 2016 | $164,000 | 0.0% | 1,600 | 0.0% | 0.07% | +19.4% |
| Q4 2015 | $164,000 | +7.2% | 1,600 | 0.0% | 0.06% | +6.9% |
| Q3 2015 | $153,000 | -8.4% | 1,600 | 0.0% | 0.06% | +1.8% |
| Q2 2015 | $167,000 | -0.6% | 1,600 | 0.0% | 0.06% | +1.8% |
| Q1 2015 | $168,000 | +1.2% | 1,600 | 0.0% | 0.06% | -8.2% |
| Q4 2014 | $166,000 | +4.4% | 1,600 | 0.0% | 0.06% | 0.0% |
| Q3 2014 | $159,000 | 0.0% | 1,600 | 0.0% | 0.06% | -7.6% |
| Q2 2014 | $159,000 | +4.6% | 1,600 | 0.0% | 0.07% | +3.1% |
| Q1 2014 | $152,000 | +2.0% | 1,600 | 0.0% | 0.06% | -7.2% |
| Q4 2013 | $149,000 | +9.6% | 1,600 | 0.0% | 0.07% | -16.9% |
| Q3 2013 | $136,000 | +4.6% | 1,600 | 0.0% | 0.08% | -4.6% |
| Q2 2013 | $130,000 | – | 1,600 | – | 0.09% | – |
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% |