ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 58 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,619,023 | +4.6% | 85,031 | +7.2% | 0.00% | -33.3% |
| Q2 2023 | $1,548,102 | -4.6% | 79,312 | -5.9% | 0.00% | 0.0% |
| Q1 2023 | $1,622,537 | -8.0% | 84,288 | -9.3% | 0.00% | -25.0% |
| Q4 2022 | $1,763,337 | -9.0% | 92,940 | -11.9% | 0.00% | 0.0% |
| Q3 2022 | $1,938,000 | -17.3% | 105,510 | -10.8% | 0.00% | -20.0% |
| Q2 2022 | $2,344,000 | -26.7% | 118,279 | -16.8% | 0.01% | -16.7% |
| Q1 2022 | $3,199,000 | -29.2% | 142,228 | -24.4% | 0.01% | -33.3% |
| Q4 2021 | $4,520,000 | +6.4% | 188,171 | +6.1% | 0.01% | 0.0% |
| Q3 2021 | $4,247,000 | +0.5% | 177,308 | +1.5% | 0.01% | 0.0% |
| Q2 2021 | $4,225,000 | -8.5% | 174,737 | -11.4% | 0.01% | -18.2% |
| Q1 2021 | $4,619,000 | -8.8% | 197,139 | -6.3% | 0.01% | -21.4% |
| Q4 2020 | $5,065,000 | +2.2% | 210,435 | -4.2% | 0.01% | -6.7% |
| Q3 2020 | $4,954,000 | -1.5% | 219,698 | -3.0% | 0.02% | -11.8% |
| Q2 2020 | $5,027,000 | +11.2% | 226,459 | +0.7% | 0.02% | -10.5% |
| Q1 2020 | $4,519,000 | – | 224,903 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JNBA Financial Advisors | 103,104 | $2,478,000 | 0.30% |
| MYCIO WEALTH PARTNERS, LLC | 28,217 | $678,000 | 0.22% |
| Global Retirement Partners, LLC | 10,451 | $251,000 | 0.19% |
| CX Institutional | 90,814 | $2,182,000 | 0.17% |
| Retirement Group, LLC | 15,180 | $365,000 | 0.16% |
| Trinity Wealth Management, LLC | 8,369 | $201,000 | 0.14% |
| Cedar Brook Financial Partners, LLC | 21,724 | $522,000 | 0.13% |
| RESTON WEALTH MANAGEMENT LLC | 11,356 | $273,000 | 0.13% |
| Collaborative Wealth Managment Inc. | 9,037 | $217,000 | 0.12% |
| Mayflower Financial Advisors, LLC | 29,727 | $714,000 | 0.10% |