ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 158 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,733,000 | -6.5% | 35,912 | -13.6% | 0.04% | -11.1% |
| Q3 2019 | $6,132,000 | +12.4% | 41,558 | +11.3% | 0.04% | +7.1% |
| Q2 2019 | $5,456,000 | +18.9% | 37,338 | +14.9% | 0.04% | +10.5% |
| Q1 2019 | $4,588,000 | +243.2% | 32,485 | +202.4% | 0.04% | +192.3% |
| Q4 2018 | $1,337,000 | +63.2% | 10,742 | +90.8% | 0.01% | +62.5% |
| Q3 2018 | $819,000 | +73.5% | 5,629 | +63.0% | 0.01% | +33.3% |
| Q2 2018 | $472,000 | +7.5% | 3,454 | +3.9% | 0.01% | 0.0% |
| Q1 2018 | $439,000 | -0.9% | 3,324 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $443,000 | +3.7% | 3,315 | -2.2% | 0.01% | -14.3% |
| Q3 2017 | $427,000 | +7.6% | 3,389 | +3.2% | 0.01% | 0.0% |
| Q2 2017 | $397,000 | -63.9% | 3,283 | -64.7% | 0.01% | -68.2% |
| Q1 2017 | $1,099,000 | -1.6% | 9,290 | -6.8% | 0.02% | -12.0% |
| Q4 2016 | $1,117,000 | -21.4% | 9,970 | -23.9% | 0.02% | -26.5% |
| Q3 2016 | $1,422,000 | +151.7% | 13,098 | +141.4% | 0.03% | +126.7% |
| Q2 2016 | $565,000 | – | 5,426 | – | 0.02% | – |
Download | ||||||
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% |