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 2022 | $2,728,000 | +10.0% | 29,179 | +10.7% | 1.26% | +9.9% |
| Q2 2022 | $2,480,000 | -9.3% | 26,361 | +6.1% | 1.15% | -8.9% |
| Q1 2022 | $2,733,000 | +7.3% | 24,837 | +11.8% | 1.26% | -9.8% |
| Q4 2021 | $2,548,000 | +8.1% | 22,222 | +2.9% | 1.40% | +19.8% |
| Q3 2021 | $2,357,000 | +4.2% | 21,586 | +4.9% | 1.16% | -11.9% |
| Q2 2021 | $2,262,000 | +10.7% | 20,570 | +0.5% | 1.32% | -0.5% |
| Q1 2021 | $2,044,000 | -90.8% | 20,468 | -91.3% | 1.33% | -91.8% |
| Q4 2020 | $22,215,000 | +12.2% | 235,529 | +105.7% | 16.18% | +4.3% |
| Q3 2020 | $19,807,000 | +39.6% | 114,500 | +23.5% | 15.51% | +30.0% |
| Q2 2020 | $14,192,000 | – | 92,718 | – | 11.93% | – |
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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% |