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 ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |