ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 160 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,184 | +3.5% | 115 | +0.9% | 0.01% | 0.0% |
| Q1 2024 | $14,665 | +10.2% | 114 | 0.0% | 0.01% | -10.0% |
| Q4 2023 | $13,307 | +12.4% | 114 | +0.9% | 0.01% | 0.0% |
| Q3 2023 | $11,836 | -3.6% | 113 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $12,272 | +8.5% | 113 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $11,307 | +7.5% | 113 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $10,522 | +5.2% | 113 | +0.9% | 0.01% | -11.1% |
| Q3 2022 | $10,000 | 0.0% | 112 | 0.0% | 0.01% | +12.5% |
| Q2 2022 | $10,000 | -16.7% | 112 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 111 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 111 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $12,000 | 0.0% | 111 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 110 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 110 | +100.0% | 0.01% | +12.5% |
| Q3 2020 | $9,000 | +12.5% | 55 | +1.9% | 0.01% | -11.1% |
| Q2 2020 | $8,000 | +33.3% | 54 | 0.0% | 0.01% | +28.6% |
| Q1 2020 | $6,000 | -25.0% | 54 | +1.9% | 0.01% | -22.2% |
| Q4 2019 | $8,000 | – | 53 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |