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 | $397,985 | +65.3% | 3,809 | +71.3% | 0.00% | – |
| Q2 2023 | $240,818 | +5.5% | 2,223 | -2.4% | 0.00% | – |
| Q1 2023 | $228,339 | +144418.4% | 2,277 | +34.8% | 0.00% | – |
| Q4 2022 | $158 | -99.9% | 1,689 | -10.6% | 0.00% | – |
| Q3 2022 | $166,000 | -14.4% | 1,889 | -10.0% | 0.00% | – |
| Q2 2022 | $194,000 | -22.7% | 2,098 | -7.0% | 0.00% | – |
| Q1 2022 | $251,000 | +5.9% | 2,255 | +12.2% | 0.00% | – |
| Q4 2021 | $237,000 | -43.6% | 2,010 | -48.4% | 0.00% | – |
| Q3 2021 | $420,000 | -9.5% | 3,898 | -9.2% | 0.00% | – |
| Q2 2021 | $464,000 | +65.7% | 4,294 | +53.0% | 0.00% | – |
| Q1 2021 | $280,000 | -79.9% | 2,806 | -81.0% | 0.00% | – |
| Q4 2020 | $1,394,000 | +12.1% | 14,778 | +96.6% | 0.00% | – |
| Q3 2020 | $1,243,000 | +9.7% | 7,516 | +1.5% | 0.00% | – |
| Q2 2020 | $1,133,000 | +764.9% | 7,404 | +614.7% | 0.00% | – |
| Q1 2020 | $131,000 | -71.8% | 1,036 | -64.3% | 0.00% | – |
| Q4 2019 | $464,000 | +11.5% | 2,906 | +3.0% | 0.00% | – |
| Q3 2019 | $416,000 | +0.5% | 2,821 | -1.0% | 0.00% | – |
| Q2 2019 | $414,000 | +0.2% | 2,849 | -2.5% | 0.00% | – |
| Q1 2019 | $413,000 | +14.7% | 2,921 | +0.9% | 0.00% | – |
| Q4 2018 | $360,000 | -21.6% | 2,894 | -8.3% | 0.00% | – |
| Q3 2018 | $459,000 | +7.5% | 3,156 | +0.8% | 0.00% | – |
| Q2 2018 | $427,000 | +6.8% | 3,131 | +3.3% | 0.00% | – |
| Q1 2018 | $400,000 | -54.2% | 3,030 | -53.7% | 0.00% | – |
| Q4 2017 | $874,000 | +5.4% | 6,544 | -0.9% | 0.00% | – |
| Q3 2017 | $829,000 | +31.2% | 6,602 | +26.7% | 0.00% | – |
| Q2 2017 | $632,000 | +8.8% | 5,210 | +6.0% | 0.00% | – |
| Q1 2017 | $581,000 | +34.5% | 4,914 | +27.6% | 0.00% | – |
| Q4 2016 | $432,000 | -1.6% | 3,852 | -4.8% | 0.00% | – |
| Q3 2016 | $439,000 | +2.8% | 4,048 | -0.8% | 0.00% | – |
| Q2 2016 | $427,000 | +2.4% | 4,079 | +0.3% | 0.00% | – |
| Q1 2016 | $417,000 | -2.6% | 4,067 | -3.2% | 0.00% | – |
| Q4 2015 | $428,000 | +4.1% | 4,201 | -1.5% | 0.00% | – |
| Q3 2015 | $411,000 | -7.8% | 4,266 | -0.3% | 0.00% | – |
| Q2 2015 | $446,000 | -2.2% | 4,280 | -1.5% | 0.00% | – |
| Q1 2015 | $456,000 | +0.9% | 4,345 | -0.3% | 0.00% | – |
| Q4 2014 | $452,000 | -46.1% | 4,360 | -48.5% | 0.00% | – |
| Q3 2014 | $839,000 | +0.1% | 8,464 | +0.1% | 0.00% | – |
| Q2 2014 | $838,000 | +2.2% | 8,452 | -2.2% | 0.00% | – |
| Q1 2014 | $820,000 | -29.7% | 8,643 | -30.8% | 0.00% | – |
| Q4 2013 | $1,167,000 | -54.3% | 12,495 | -58.3% | 0.00% | -100.0% |
| Q3 2013 | $2,552,000 | -10.3% | 29,934 | -15.1% | 0.00% | 0.0% |
| Q2 2013 | $2,845,000 | – | 35,269 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |