ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. 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 | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |