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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $268 | -99.9% | 2,869 | 0.0% | 0.23% | -6.9% |
| Q3 2022 | $252,000 | -4.9% | 2,869 | 0.0% | 0.25% | +6.0% |
| Q2 2022 | $265,000 | -16.9% | 2,869 | 0.0% | 0.23% | -2.5% |
| Q1 2022 | $319,000 | -8.3% | 2,869 | -2.9% | 0.24% | -5.5% |
| Q4 2021 | $348,000 | +9.1% | 2,955 | 0.0% | 0.25% | -0.4% |
| Q3 2021 | $319,000 | 0.0% | 2,955 | 0.0% | 0.26% | +5.8% |
| Q2 2021 | $319,000 | +8.1% | 2,955 | 0.0% | 0.24% | 0.0% |
| Q1 2021 | $295,000 | -22.2% | 2,955 | -26.5% | 0.24% | -27.0% |
| Q4 2020 | $379,000 | +12.8% | 4,018 | +99.2% | 0.33% | -0.9% |
| Q3 2020 | $336,000 | +8.7% | 2,017 | 0.0% | 0.33% | +3.4% |
| Q2 2020 | $309,000 | +21.7% | 2,017 | 0.0% | 0.32% | -3.6% |
| Q1 2020 | $254,000 | -21.1% | 2,017 | 0.0% | 0.33% | +5.0% |
| Q4 2019 | $322,000 | – | 2,017 | – | 0.32% | – |
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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% |