ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $924,568 | -4.6% | 8,849 | -1.1% | 0.24% | +0.4% |
| Q2 2023 | $969,471 | +0.9% | 8,949 | -6.8% | 0.24% | -4.4% |
| Q1 2023 | $960,448 | -0.1% | 9,598 | -6.7% | 0.25% | -5.3% |
| Q4 2022 | $961,752 | +7.7% | 10,292 | +1.0% | 0.26% | +6.1% |
| Q3 2022 | $893,000 | -2.1% | 10,186 | +3.1% | 0.25% | +0.8% |
| Q2 2022 | $912,000 | -16.9% | 9,881 | +0.2% | 0.24% | -5.4% |
| Q1 2022 | $1,097,000 | -20.3% | 9,859 | -15.6% | 0.26% | -18.0% |
| Q4 2021 | $1,376,000 | +10.3% | 11,681 | +0.9% | 0.32% | +0.3% |
| Q3 2021 | $1,248,000 | +4.7% | 11,576 | +4.8% | 0.32% | +3.6% |
| Q2 2021 | $1,192,000 | -2.9% | 11,049 | -10.1% | 0.30% | -10.9% |
| Q1 2021 | $1,227,000 | -14.6% | 12,290 | -19.3% | 0.34% | -21.8% |
| Q4 2020 | $1,437,000 | +9.2% | 15,234 | +92.8% | 0.44% | -5.6% |
| Q3 2020 | $1,316,000 | +2.4% | 7,901 | -5.4% | 0.46% | -4.1% |
| Q2 2020 | $1,285,000 | +34.0% | 8,351 | +5.1% | 0.48% | +5.9% |
| Q1 2020 | $959,000 | +12.3% | 7,949 | +49.7% | 0.46% | +59.6% |
| Q4 2019 | $854,000 | +15.7% | 5,311 | +4.8% | 0.28% | +6.3% |
| Q3 2019 | $738,000 | +73.6% | 5,069 | +75.2% | 0.27% | +68.6% |
| Q2 2019 | $425,000 | -5.8% | 2,893 | -8.4% | 0.16% | -13.1% |
| Q1 2019 | $451,000 | +14.5% | 3,159 | -0.3% | 0.18% | +1.7% |
| Q4 2018 | $394,000 | – | 3,167 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |