ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,925,445 | +0.5% | 66,279 | +4.2% | 0.01% | -16.7% |
Q2 2023 | $6,891,800 | +12.8% | 63,616 | +4.2% | 0.01% | +9.1% |
Q1 2023 | $6,107,634 | -60.4% | 61,030 | -63.0% | 0.01% | -64.5% |
Q4 2022 | $15,418,517 | +8.4% | 164,985 | +1.7% | 0.03% | -6.1% |
Q3 2022 | $14,223,000 | -0.2% | 162,181 | +5.1% | 0.03% | +6.5% |
Q2 2022 | $14,251,000 | +30.9% | 154,317 | +57.9% | 0.03% | +47.6% |
Q1 2022 | $10,885,000 | +41.6% | 97,746 | +49.8% | 0.02% | +40.0% |
Q4 2021 | $7,689,000 | +4.8% | 65,239 | -4.0% | 0.02% | 0.0% |
Q3 2021 | $7,334,000 | -5.2% | 67,986 | -5.1% | 0.02% | -11.8% |
Q2 2021 | $7,736,000 | +11.2% | 71,656 | +2.9% | 0.02% | 0.0% |
Q1 2021 | $6,956,000 | +3.5% | 69,661 | -2.2% | 0.02% | -5.6% |
Q4 2020 | $6,718,000 | +7.3% | 71,209 | +89.6% | 0.02% | -5.3% |
Q3 2020 | $6,261,000 | +17.6% | 37,565 | +8.0% | 0.02% | +5.6% |
Q2 2020 | $5,323,000 | +13.4% | 34,777 | -22.8% | 0.02% | -5.3% |
Q1 2020 | $4,693,000 | – | 45,036 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |