ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Savant Capital, LLC | 154,312 | $15,299,000 | 6.50% |
| Beaumont Financial Partners, LLC | 212,551 | $21,073,000 | 1.38% |
| ASSET ADVISORS CORP | 48,839 | $4,842,000 | 1.11% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $126,000 | 0.97% |
| Mathes Company, Inc. | 14,300 | $1,418,000 | 0.71% |
| Thomasville National Bank | 17,511 | $1,736,000 | 0.66% |
| Peachtree Investment Advisors, Inc. | 9,605 | $952,000 | 0.64% |
| Biondo Investment Advisors, LLC | 18,595 | $1,844,000 | 0.57% |
| Evanson Asset Management, LLC | 9,902 | $982,000 | 0.40% |
| STERNE AGEE GROUP, INC. | 20,982 | $2,085,000 | 0.33% |