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 2023 | $1,553,019 | +3.8% | 14,336 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $1,495,946 | +5.9% | 14,949 | -1.1% | 0.01% | 0.0% |
| Q4 2022 | $1,412,497 | +6.5% | 15,115 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $1,326,000 | -5.0% | 15,115 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,396,000 | -20.2% | 15,115 | -3.8% | 0.01% | 0.0% |
| Q1 2022 | $1,749,000 | -5.8% | 15,704 | -0.3% | 0.01% | 0.0% |
| Q4 2021 | $1,857,000 | +9.3% | 15,754 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $1,699,000 | -1.8% | 15,754 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $1,731,000 | +5.9% | 16,034 | -2.0% | 0.01% | 0.0% |
| Q1 2021 | $1,635,000 | +8.4% | 16,368 | +2.4% | 0.01% | 0.0% |
| Q4 2020 | $1,508,000 | +5.8% | 15,984 | +48.2% | 0.01% | -25.0% |
| Q1 2018 | $1,425,000 | -7.9% | 10,784 | -6.8% | 0.01% | -11.1% |
| Q4 2017 | $1,547,000 | +15.4% | 11,577 | +8.9% | 0.01% | +12.5% |
| Q3 2017 | $1,340,000 | +3.9% | 10,632 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $1,290,000 | – | 10,632 | – | 0.01% | – |
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% |