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 2022 | $100,000 | -4.8% | 1,138 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $105,000 | -30.5% | 1,138 | -16.0% | 0.02% | -21.1% |
| Q1 2022 | $151,000 | -8.5% | 1,355 | -3.4% | 0.02% | -9.5% |
| Q4 2021 | $165,000 | +1.2% | 1,403 | -7.3% | 0.02% | -4.5% |
| Q3 2021 | $163,000 | -13.8% | 1,514 | -13.6% | 0.02% | -12.0% |
| Q2 2021 | $189,000 | +8.6% | 1,752 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $174,000 | +5.5% | 1,752 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $165,000 | – | 1,752 | – | 0.03% | – |
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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% |