ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 146 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,448 | -8.1% | 368 | -4.7% | 0.00% | – |
| Q2 2023 | $41,815 | +8.3% | 386 | 0.0% | 0.00% | – |
| Q1 2023 | $38,627 | +7.1% | 386 | 0.0% | 0.00% | – |
| Q4 2022 | $36,071 | +6.1% | 386 | 0.0% | 0.00% | – |
| Q3 2022 | $34,000 | -12.8% | 386 | -7.9% | 0.00% | – |
| Q2 2022 | $39,000 | -9.3% | 419 | +8.5% | 0.00% | – |
| Q1 2022 | $43,000 | -4.4% | 386 | 0.0% | 0.00% | – |
| Q4 2021 | $45,000 | -77.5% | 386 | -80.7% | 0.00% | -100.0% |
| Q1 2021 | $200,000 | +5.8% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $189,000 | +13.2% | 2,000 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $167,000 | +9.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $153,000 | +21.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $126,000 | -21.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $160,000 | +8.1% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $148,000 | +1.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $146,000 | +3.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $141,000 | +13.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $124,000 | -15.1% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $146,000 | +7.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $136,000 | +946.2% | 1,000 | +900.0% | 0.00% | – |
| Q3 2017 | $13,000 | +160.0% | 100 | +81.8% | 0.00% | – |
| Q3 2015 | $5,000 | -16.7% | 55 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | – | 55 | – | 0.00% | – |
Download | ||||||
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% |