ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 158 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,831 | -4.7% | 1,938 | -1.4% | 0.04% | -2.7% |
| Q2 2023 | $212,868 | -4.5% | 1,965 | -1.8% | 0.04% | -7.5% |
| Q1 2022 | $223,000 | -10.1% | 2,002 | -4.8% | 0.04% | -9.1% |
| Q4 2021 | $248,000 | +9.3% | 2,102 | -0.0% | 0.04% | -20.0% |
| Q3 2021 | $227,000 | -0.4% | 2,103 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $228,000 | +9.6% | 2,103 | +0.8% | 0.06% | +1.8% |
| Q1 2021 | $208,000 | +2.5% | 2,087 | -3.2% | 0.06% | -3.4% |
| Q4 2020 | $203,000 | -2.4% | 2,157 | +72.7% | 0.06% | -15.7% |
| Q3 2020 | $208,000 | +1.0% | 1,249 | -7.4% | 0.07% | -7.9% |
| Q2 2020 | $206,000 | -19.2% | 1,349 | -33.3% | 0.08% | -34.5% |
| Q1 2020 | $255,000 | -18.8% | 2,024 | +2.8% | 0.12% | -3.3% |
| Q4 2019 | $314,000 | +6.1% | 1,969 | -2.0% | 0.12% | -11.1% |
| Q3 2019 | $296,000 | – | 2,009 | – | 0.14% | – |
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% |