ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,158 | -2.8% | 3,830 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $411,654 | +65.9% | 3,800 | +53.2% | 0.00% | +50.0% |
| Q1 2023 | $248,174 | -31.6% | 2,480 | -36.1% | 0.00% | -33.3% |
| Q4 2022 | $362,586 | +67.1% | 3,880 | +56.5% | 0.00% | -25.0% |
| Q3 2022 | $217,000 | -39.4% | 2,480 | -36.1% | 0.00% | -33.3% |
| Q2 2022 | $358,000 | -17.1% | 3,880 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $432,000 | -9.1% | 3,880 | -3.7% | 0.01% | -14.3% |
| Q4 2021 | $475,000 | +6.7% | 4,027 | -2.4% | 0.01% | 0.0% |
| Q3 2021 | $445,000 | -0.2% | 4,127 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $446,000 | -4.1% | 4,127 | -11.4% | 0.01% | -22.2% |
| Q1 2021 | $465,000 | +0.4% | 4,657 | -5.0% | 0.01% | 0.0% |
| Q4 2020 | $463,000 | +92.1% | 4,904 | +238.9% | 0.01% | -55.0% |
| Q3 2020 | $241,000 | +8.6% | 1,447 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $222,000 | – | 1,447 | – | 0.02% | – |
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% |