ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $295,000 | -42.0% | 3,364 | -38.9% | 0.11% | -40.0% |
| Q2 2022 | $509,000 | -17.0% | 5,508 | 0.0% | 0.19% | -5.0% |
| Q1 2022 | $613,000 | -5.5% | 5,508 | 0.0% | 0.20% | -5.2% |
| Q4 2021 | $649,000 | +9.3% | 5,508 | 0.0% | 0.21% | +20.6% |
| Q3 2021 | $594,000 | -0.2% | 5,508 | 0.0% | 0.18% | -0.6% |
| Q2 2021 | $595,000 | +8.2% | 5,508 | 0.0% | 0.18% | -6.4% |
| Q1 2021 | $550,000 | +5.8% | 5,508 | 0.0% | 0.19% | +1.1% |
| Q4 2020 | $520,000 | +13.3% | 5,508 | +100.0% | 0.19% | -1.1% |
| Q3 2020 | $459,000 | +8.8% | 2,754 | 0.0% | 0.19% | -18.6% |
| Q2 2020 | $422,000 | +20.6% | 2,754 | -0.9% | 0.23% | -4.9% |
| Q1 2020 | $350,000 | -20.1% | 2,778 | +1.3% | 0.24% | +12.5% |
| Q4 2019 | $438,000 | +9.0% | 2,741 | +0.7% | 0.22% | -9.2% |
| Q3 2019 | $402,000 | +1.0% | 2,723 | 0.0% | 0.24% | -3.3% |
| Q2 2019 | $398,000 | +13.1% | 2,723 | +9.4% | 0.25% | +5.6% |
| Q1 2019 | $352,000 | +40.2% | 2,490 | +23.5% | 0.23% | +20.1% |
| Q4 2018 | $251,000 | – | 2,017 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |