ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |