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 | $241,349 | -3.6% | 2,310 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $250,242 | -2.0% | 2,310 | -9.5% | 0.11% | -13.8% |
| Q1 2023 | $255,479 | +25.5% | 2,553 | +17.2% | 0.13% | +11.1% |
| Q4 2022 | $203,628 | +1.3% | 2,179 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $201,000 | -16.9% | 2,179 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $242,000 | -6.2% | 2,179 | -0.6% | 0.12% | -4.2% |
| Q4 2021 | $258,000 | +7.9% | 2,192 | -1.3% | 0.12% | +1.7% |
| Q3 2021 | $239,000 | 0.0% | 2,221 | 0.0% | 0.12% | -4.8% |
| Q2 2021 | $239,000 | +5.8% | 2,221 | -2.1% | 0.12% | -3.9% |
| Q1 2021 | $226,000 | +6.1% | 2,268 | 0.0% | 0.13% | 0.0% |
| Q4 2020 | $213,000 | +1.4% | 2,268 | +65.3% | 0.13% | -22.3% |
| Q2 2020 | $210,000 | -6.2% | 1,372 | -2.4% | 0.17% | -11.7% |
| Q4 2019 | $224,000 | – | 1,406 | – | 0.19% | – |
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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% |