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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,508 | -34.4% | 426 | -31.9% | 0.02% | -33.3% |
| Q2 2023 | $67,815 | +8.3% | 626 | 0.0% | 0.03% | +3.1% |
| Q1 2023 | $62,644 | +7.1% | 626 | 0.0% | 0.03% | +6.7% |
| Q4 2022 | $58,500 | -4.1% | 626 | -10.1% | 0.03% | -14.3% |
| Q3 2022 | $61,000 | -6.2% | 696 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $65,000 | -16.7% | 696 | 0.0% | 0.04% | -7.9% |
| Q1 2022 | $78,000 | -20.4% | 696 | -16.5% | 0.04% | -19.1% |
| Q4 2021 | $98,000 | -12.5% | 834 | -19.3% | 0.05% | -23.0% |
| Q3 2021 | $112,000 | 0.0% | 1,034 | 0.0% | 0.06% | +3.4% |
| Q2 2021 | $112,000 | +8.7% | 1,034 | 0.0% | 0.06% | +1.7% |
| Q1 2021 | $103,000 | +5.1% | 1,034 | 0.0% | 0.06% | -4.9% |
| Q4 2020 | $98,000 | – | 1,034 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |