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 | $209,805 | -3.2% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $216,660 | +8.3% | 2,000 | 0.0% | 0.02% | +7.1% |
| Q1 2023 | $200,140 | -54.4% | 2,000 | -60.0% | 0.01% | -63.2% |
| Q3 2022 | $439,000 | -5.0% | 5,000 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $462,000 | -17.1% | 5,000 | 0.0% | 0.04% | -11.6% |
| Q1 2022 | $557,000 | -0.4% | 5,000 | 0.0% | 0.04% | -2.3% |
| Q4 2021 | $559,000 | +3.7% | 5,000 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $539,000 | -0.2% | 5,000 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $540,000 | +10.4% | 5,000 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $489,000 | +3.6% | 5,000 | 0.0% | 0.05% | +12.2% |
| Q4 2020 | $472,000 | +13.2% | 5,000 | +100.0% | 0.04% | +7.9% |
| Q3 2020 | $417,000 | +8.9% | 2,500 | 0.0% | 0.04% | -19.1% |
| Q2 2020 | $383,000 | -99.9% | 2,500 | 0.0% | 0.05% | +4.4% |
| Q1 2020 | $315,400,000 | +78947.6% | 2,500 | 0.0% | 0.04% | -22.4% |
| Q4 2019 | $399,000 | +8.1% | 2,500 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $369,000 | – | 2,500 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |