ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 148 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,723,245 | +1182.3% | 44,681 | +1066.6% | 0.01% | +225.0% |
| Q4 2023 | $446,310 | +11.5% | 3,830 | 0.0% | 0.00% | +33.3% |
| 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 | 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% |