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 2022 | $288,000 | +4.3% | 3,288 | +10.0% | 0.16% | +7.1% |
| Q2 2022 | $276,000 | -17.1% | 2,988 | 0.0% | 0.15% | -4.9% |
| Q1 2022 | $333,000 | -8.5% | 2,988 | -3.2% | 0.16% | -7.4% |
| Q4 2021 | $364,000 | +17.0% | 3,088 | +7.0% | 0.18% | +3.6% |
| Q3 2021 | $311,000 | +120.6% | 2,886 | +242.3% | 0.17% | +108.6% |
| Q3 2020 | $141,000 | +513.0% | 843 | +469.6% | 0.08% | +523.1% |
| Q2 2020 | $23,000 | +91.7% | 148 | +59.1% | 0.01% | +62.5% |
| Q1 2020 | $12,000 | -14.3% | 93 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $14,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 93 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $14,000 | +7.7% | 93 | 0.0% | 0.01% | +100.0% |
| Q1 2019 | $13,000 | – | 93 | – | 0.00% | – |
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% |