ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 107 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $157,000 | -24.2% | 1,495 | -31.9% | 0.01% | -44.4% |
| Q4 2020 | $207,000 | +8.9% | 2,196 | +93.0% | 0.01% | 0.0% |
| Q3 2020 | $190,000 | +9.2% | 1,138 | +0.1% | 0.01% | -10.0% |
| Q2 2020 | $174,000 | +23.4% | 1,137 | +1.7% | 0.01% | 0.0% |
| Q1 2020 | $141,000 | -26.6% | 1,118 | -6.8% | 0.01% | -33.3% |
| Q4 2019 | $192,000 | +14.3% | 1,200 | +5.2% | 0.02% | +7.1% |
| Q3 2019 | $168,000 | +54.1% | 1,141 | +23.4% | 0.01% | -61.1% |
| Q4 2016 | $109,000 | – | 925 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |