ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416 | -3.5% | 3,983 | 0.0% | 0.24% | -0.8% |
| Q2 2023 | $431 | +8.3% | 3,983 | +0.2% | 0.24% | +31.9% |
| Q1 2023 | $398 | +7.3% | 3,974 | +0.2% | 0.18% | +2.2% |
| Q4 2022 | $371 | -99.9% | 3,966 | +0.8% | 0.18% | -0.6% |
| Q3 2022 | $345,000 | -19.0% | 3,935 | -14.8% | 0.18% | -1.1% |
| Q2 2022 | $426,000 | -2.5% | 4,617 | +17.6% | 0.18% | +5.8% |
| Q1 2022 | $437,000 | -5.4% | 3,925 | +0.2% | 0.17% | -9.0% |
| Q4 2021 | $462,000 | +10.0% | 3,916 | +0.6% | 0.19% | -1.1% |
| Q3 2021 | $420,000 | 0.0% | 3,893 | 0.0% | 0.19% | -3.1% |
| Q2 2021 | $420,000 | +8.5% | 3,893 | +0.5% | 0.20% | 0.0% |
| Q1 2021 | $387,000 | +6.0% | 3,874 | 0.0% | 0.20% | -2.0% |
| Q4 2020 | $365,000 | +13.4% | 3,874 | +100.4% | 0.20% | -4.8% |
| Q3 2020 | $322,000 | +9.2% | 1,933 | +0.4% | 0.21% | -4.5% |
| Q2 2020 | $295,000 | +32.3% | 1,926 | +9.1% | 0.22% | +9.5% |
| Q1 2020 | $223,000 | – | 1,766 | – | 0.20% | – |
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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% |