ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 170 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $568,678 | -36.9% | 4,298 | -38.9% | 0.06% | -42.6% |
Q1 2024 | $901,003 | -13.2% | 7,034 | -21.0% | 0.10% | -22.9% |
Q4 2023 | $1,037,692 | +11.7% | 8,905 | +0.1% | 0.13% | +1.6% |
Q3 2023 | $929,033 | -4.3% | 8,892 | -0.8% | 0.13% | -7.9% |
Q2 2023 | $970,851 | +7.8% | 8,962 | -1.9% | 0.14% | -3.4% |
Q1 2023 | $900,522 | +6.0% | 9,138 | +0.5% | 0.14% | -12.7% |
Q4 2022 | $849,639 | +6.5% | 9,092 | -0.1% | 0.17% | -1.8% |
Q3 2022 | $798,000 | -2.4% | 9,105 | +2.7% | 0.17% | -2.3% |
Q2 2022 | $818,000 | -11.9% | 8,862 | +7.9% | 0.17% | +1.8% |
Q1 2022 | $928,000 | +1.6% | 8,210 | +0.0% | 0.17% | +14.9% |
Q4 2021 | $913,000 | +7.3% | 8,209 | +4.5% | 0.15% | -3.3% |
Q3 2021 | $851,000 | 0.0% | 7,856 | 0.0% | 0.15% | 0.0% |
Q2 2021 | $851,000 | +99.8% | 7,856 | +84.0% | 0.15% | +82.1% |
Q1 2021 | $426,000 | +4.2% | 4,270 | -1.6% | 0.08% | -1.2% |
Q4 2020 | $409,000 | +13.0% | 4,340 | +100.0% | 0.08% | -15.8% |
Q3 2020 | $362,000 | +9.0% | 2,170 | 0.0% | 0.10% | -11.4% |
Q2 2020 | $332,000 | +21.2% | 2,170 | 0.0% | 0.11% | +850.0% |
Q1 2020 | $274,000 | -27.5% | 2,170 | -8.4% | 0.01% | -70.0% |
Q4 2019 | $378,000 | +8.0% | 2,370 | 0.0% | 0.04% | +2.6% |
Q3 2019 | $350,000 | +1.2% | 2,370 | 0.0% | 0.04% | -74.0% |
Q2 2019 | $346,000 | +3.0% | 2,370 | -0.4% | 0.15% | -10.7% |
Q1 2019 | $336,000 | -7.9% | 2,380 | -5.0% | 0.17% | -13.8% |
Q3 2018 | $365,000 | +33.7% | 2,505 | +24.9% | 0.20% | +19.6% |
Q2 2018 | $273,000 | +3.0% | 2,005 | 0.0% | 0.16% | -32.6% |
Q1 2018 | $265,000 | +4.7% | 2,005 | +5.8% | 0.24% | -1.6% |
Q4 2017 | $253,000 | +5.9% | 1,895 | 0.0% | 0.25% | -2.0% |
Q3 2017 | $239,000 | – | 1,895 | – | 0.25% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |