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 | $883,794 | -4.6% | 8,459 | -1.1% | 0.04% | -6.2% |
| Q2 2023 | $926,654 | +8.6% | 8,554 | +0.3% | 0.05% | -2.0% |
| Q1 2023 | $853,297 | +4.6% | 8,527 | -2.3% | 0.05% | -3.9% |
| Q4 2022 | $815,538 | +3.5% | 8,727 | -2.8% | 0.05% | -15.0% |
| Q3 2022 | $788,000 | -4.5% | 8,980 | +0.6% | 0.06% | -17.8% |
| Q2 2022 | $825,000 | -18.8% | 8,930 | -2.1% | 0.07% | -5.2% |
| Q1 2022 | $1,016,000 | -6.4% | 9,120 | -1.0% | 0.08% | -3.8% |
| Q4 2021 | $1,086,000 | +7.5% | 9,214 | -1.6% | 0.08% | -2.4% |
| Q3 2021 | $1,010,000 | -3.4% | 9,367 | -3.3% | 0.08% | +24.2% |
| Q2 2021 | $1,046,000 | +10.9% | 9,687 | +2.6% | 0.07% | -2.9% |
| Q1 2021 | $943,000 | +5.8% | 9,442 | 0.0% | 0.07% | -8.1% |
| Q4 2020 | $891,000 | +12.8% | 9,442 | +99.2% | 0.07% | -6.3% |
| Q3 2020 | $790,000 | -0.3% | 4,739 | -8.4% | 0.08% | -27.5% |
| Q2 2020 | $792,000 | +20.5% | 5,173 | -0.6% | 0.11% | +14.7% |
| Q1 2020 | $657,000 | -22.1% | 5,206 | -1.4% | 0.10% | -5.0% |
| Q4 2019 | $843,000 | +7.7% | 5,279 | -0.5% | 0.10% | -5.7% |
| Q3 2019 | $783,000 | +1.0% | 5,305 | 0.0% | 0.11% | -6.2% |
| Q2 2019 | $775,000 | +3.5% | 5,305 | 0.0% | 0.11% | -9.6% |
| Q1 2019 | $749,000 | +58.7% | 5,305 | +40.0% | 0.12% | +37.4% |
| Q4 2018 | $472,000 | -24.8% | 3,789 | -12.2% | 0.09% | -33.1% |
| Q3 2018 | $628,000 | +11.0% | 4,315 | +3.9% | 0.14% | -6.2% |
| Q2 2018 | $566,000 | -13.2% | 4,153 | -17.8% | 0.14% | -17.1% |
| Q1 2018 | $652,000 | -5.9% | 5,050 | 0.0% | 0.18% | -4.4% |
| Q4 2017 | $693,000 | +13.8% | 5,050 | +5.6% | 0.18% | -29.3% |
| Q3 2017 | $609,000 | +60800.0% | 4,784 | +425.1% | 0.26% | – |
| Q2 2017 | $1,000 | -88.9% | 911 | +203.7% | 0.00% | -100.0% |
| Q1 2017 | $9,000 | -83.3% | 300 | -36.8% | 0.01% | -85.4% |
| Q4 2016 | $54,000 | – | 475 | – | 0.04% | – |
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% |