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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,567,000 | -4.3% | 64,304 | +4.2% | 2.60% | +16.0% |
| Q1 2022 | $7,911,000 | +10.6% | 61,740 | +5.8% | 2.24% | +11.4% |
| Q4 2021 | $7,155,000 | +15.3% | 58,364 | +7.9% | 2.02% | +9.2% |
| Q3 2021 | $6,205,000 | +7.1% | 54,087 | +8.9% | 1.84% | +8.9% |
| Q2 2021 | $5,793,000 | +7.9% | 49,677 | +5.5% | 1.69% | -2.3% |
| Q1 2021 | $5,371,000 | +74.3% | 47,076 | +46.9% | 1.73% | +65.7% |
| Q4 2020 | $3,081,000 | +65.6% | 32,037 | +40.4% | 1.05% | +46.1% |
| Q3 2020 | $1,860,000 | +42.7% | 22,816 | +41.3% | 0.72% | +32.6% |
| Q2 2020 | $1,303,000 | +514.6% | 16,152 | +459.5% | 0.54% | +382.1% |
| Q1 2020 | $212,000 | -27.9% | 2,887 | +3.6% | 0.11% | -17.0% |
| Q4 2019 | $294,000 | +3.5% | 2,787 | +0.2% | 0.14% | -6.9% |
| Q3 2019 | $284,000 | -4.4% | 2,781 | -6.7% | 0.14% | -4.6% |
| Q2 2019 | $297,000 | +1.7% | 2,981 | +0.1% | 0.15% | +2.0% |
| Q1 2019 | $292,000 | +11.0% | 2,978 | +0.8% | 0.15% | -3.9% |
| Q4 2018 | $263,000 | -12.0% | 2,954 | -1.5% | 0.16% | -1.3% |
| Q3 2018 | $299,000 | +11.6% | 2,999 | +9.3% | 0.16% | -0.6% |
| Q2 2018 | $268,000 | +2.7% | 2,745 | -0.0% | 0.16% | -1.2% |
| Q1 2018 | $261,000 | +6.1% | 2,746 | +10.1% | 0.16% | +4.6% |
| Q4 2017 | $246,000 | +5.6% | 2,493 | +0.2% | 0.15% | -0.6% |
| Q3 2017 | $233,000 | -2.5% | 2,487 | -4.1% | 0.15% | -3.1% |
| Q2 2017 | $239,000 | +18.9% | 2,594 | +17.4% | 0.16% | +9.7% |
| Q1 2017 | $201,000 | +11.7% | 2,210 | +8.8% | 0.14% | +0.7% |
| Q4 2016 | $180,000 | – | 2,032 | – | 0.14% | – |
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% |