ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |