ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 158 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,836 | -3.6% | 276 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29,899 | +8.3% | 276 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $27,619 | -1.5% | 276 | -8.0% | 0.01% | 0.0% |
| Q4 2022 | $28,035 | +7.8% | 300 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $26,000 | -7.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -15.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -5.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +9.4% | 300 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $32,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $32,000 | +6.7% | 300 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $30,000 | -46.4% | 300 | -50.0% | 0.01% | 0.0% |
| Q4 2020 | $56,000 | +124.0% | 600 | +300.0% | 0.01% | -14.3% |
| Q3 2020 | $25,000 | +8.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +21.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | +18.8% | 150 | +50.0% | 0.01% | +16.7% |
| Q4 2019 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | – | 100 | – | 0.01% | – |
Download | ||||||
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% |