ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,456 | +3.5% | 0 | -100.0% | 0.01% | 0.0% |
| Q1 2024 | $19,771 | -35.5% | 154 | -39.4% | 0.01% | -37.5% |
| Q4 2023 | $30,655 | +15.9% | 254 | +0.4% | 0.01% | 0.0% |
| Q3 2023 | $26,460 | -26.7% | 253 | -24.0% | 0.01% | -27.3% |
| Q2 2023 | $36,102 | +8.3% | 333 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $33,322 | +7.2% | 333 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $31,084 | +7.2% | 333 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | -25.6% | 332 | +0.3% | 0.01% | -14.3% |
| Q4 2021 | $39,000 | +8.3% | 331 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $36,000 | +176.9% | 331 | +224.5% | 0.01% | +40.0% |
| Q1 2020 | $13,000 | – | 102 | – | 0.01% | – |
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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% |