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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $771,898 | +113.2% | 8,260 | +100.0% | 0.31% | +56.6% |
| Q3 2022 | $362,000 | -25.4% | 4,130 | -21.4% | 0.20% | +14.6% |
| Q2 2022 | $485,000 | -17.1% | 5,256 | 0.0% | 0.17% | +1.2% |
| Q1 2022 | $585,000 | -9.7% | 5,256 | -4.4% | 0.17% | -25.2% |
| Q4 2021 | $648,000 | +1.9% | 5,498 | -6.8% | 0.23% | +0.4% |
| Q3 2021 | $636,000 | -0.2% | 5,898 | 0.0% | 0.22% | +17.2% |
| Q2 2021 | $637,000 | +5.5% | 5,898 | -2.4% | 0.19% | +15.7% |
| Q1 2021 | $604,000 | +12.5% | 6,044 | +6.1% | 0.17% | +13.7% |
| Q4 2020 | $537,000 | +32.3% | 5,696 | +133.9% | 0.15% | -0.7% |
| Q3 2020 | $406,000 | +3.8% | 2,435 | -4.7% | 0.15% | -12.0% |
| Q2 2020 | $391,000 | -15.0% | 2,556 | -30.0% | 0.17% | -23.0% |
| Q1 2020 | $460,000 | -32.2% | 3,650 | -14.0% | 0.22% | -47.7% |
| Q4 2019 | $678,000 | +7.6% | 4,244 | -0.7% | 0.42% | +8.6% |
| Q3 2019 | $630,000 | +23.3% | 4,273 | +22.3% | 0.38% | +27.3% |
| Q2 2019 | $511,000 | – | 3,494 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |