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 ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |