ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $924,648 | -3.6% | 8,850 | 0.0% | 0.22% | -5.2% |
| Q2 2023 | $958,721 | +8.3% | 8,850 | 0.0% | 0.23% | +0.4% |
| Q1 2023 | $885,620 | +7.1% | 8,850 | 0.0% | 0.23% | -1.3% |
| Q4 2022 | $827,033 | +6.6% | 8,850 | 0.0% | 0.23% | -11.7% |
| Q3 2022 | $776,000 | -5.0% | 8,850 | 0.0% | 0.26% | -4.3% |
| Q2 2022 | $817,000 | -17.1% | 8,850 | 0.0% | 0.28% | -15.9% |
| Q1 2022 | $986,000 | -5.5% | 8,850 | 0.0% | 0.33% | -2.4% |
| Q4 2021 | $1,043,000 | +9.2% | 8,850 | 0.0% | 0.34% | +0.6% |
| Q3 2021 | $955,000 | -0.1% | 8,850 | 0.0% | 0.33% | 0.0% |
| Q2 2021 | $956,000 | +8.1% | 8,850 | 0.0% | 0.33% | +6.0% |
| Q1 2021 | $884,000 | +5.9% | 8,850 | 0.0% | 0.32% | -1.6% |
| Q4 2020 | $835,000 | +13.1% | 8,850 | +100.0% | 0.32% | -4.5% |
| Q3 2020 | $738,000 | +4.8% | 4,425 | -3.8% | 0.34% | +2.8% |
| Q2 2020 | $704,000 | +11.9% | 4,599 | -7.7% | 0.33% | -3.3% |
| Q1 2020 | $629,000 | -21.0% | 4,985 | 0.0% | 0.34% | -5.9% |
| Q4 2019 | $796,000 | +8.3% | 4,985 | 0.0% | 0.36% | -1.1% |
| Q3 2019 | $735,000 | +1.0% | 4,985 | 0.0% | 0.36% | -2.9% |
| Q2 2019 | $728,000 | +3.4% | 4,985 | 0.0% | 0.37% | +0.5% |
| Q1 2019 | $704,000 | +13.5% | 4,985 | 0.0% | 0.37% | -3.9% |
| Q4 2018 | $620,000 | -19.2% | 4,985 | -5.4% | 0.39% | -14.0% |
| Q3 2018 | $767,000 | +6.8% | 5,268 | 0.0% | 0.45% | +16.6% |
| Q2 2018 | $718,000 | +3.2% | 5,268 | 0.0% | 0.38% | +2.9% |
| Q1 2018 | $696,000 | -1.1% | 5,268 | 0.0% | 0.37% | +4.2% |
| Q4 2017 | $704,000 | +0.6% | 5,268 | -5.1% | 0.36% | -3.0% |
| Q3 2017 | $700,000 | +3.9% | 5,552 | 0.0% | 0.37% | 0.0% |
| Q2 2017 | $674,000 | +2.6% | 5,552 | 0.0% | 0.37% | -12.5% |
| Q1 2017 | $657,000 | -99.9% | 5,552 | 0.0% | 0.42% | +20.5% |
| Q4 2016 | $622,101,000 | +4.2% | 5,552 | 0.0% | 0.35% | +3.8% |
| Q3 2016 | $597,062,000 | +2.5% | 5,552 | 0.0% | 0.34% | +1.5% |
| Q2 2016 | $582,238,000 | +101512.2% | 5,552 | 0.0% | 0.33% | -0.6% |
| Q1 2016 | $573,000 | – | 5,552 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |