ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |