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 | $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 ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |