ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $958 | -14.5% | 7,244 | -17.2% | 0.00% | -20.0% |
| Q1 2024 | $1,120 | +44.1% | 8,744 | +31.2% | 0.01% | +25.0% |
| Q4 2023 | $777 | +7.3% | 6,664 | -3.8% | 0.00% | 0.0% |
| Q3 2023 | $724 | -6.7% | 6,929 | -3.3% | 0.00% | 0.0% |
| Q2 2023 | $776 | +2.1% | 7,166 | -5.6% | 0.00% | -20.0% |
| Q1 2023 | $760 | -20.4% | 7,591 | -25.8% | 0.01% | -16.7% |
| Q4 2022 | $955 | -99.9% | 10,224 | +1.0% | 0.01% | -14.3% |
| Q3 2022 | $888,000 | -12.8% | 10,127 | -8.1% | 0.01% | -12.5% |
| Q2 2022 | $1,018,000 | +51.0% | 11,019 | +82.0% | 0.01% | +60.0% |
| Q1 2022 | $674,000 | -54.6% | 6,053 | -51.9% | 0.01% | -54.5% |
| Q4 2021 | $1,484,000 | +113.8% | 12,596 | +95.9% | 0.01% | +83.3% |
| Q3 2021 | $694,000 | +1.2% | 6,431 | +1.2% | 0.01% | 0.0% |
| Q2 2021 | $686,000 | +18.3% | 6,357 | +9.5% | 0.01% | 0.0% |
| Q1 2021 | $580,000 | +26.6% | 5,804 | +19.5% | 0.01% | +20.0% |
| Q4 2020 | $458,000 | +4.8% | 4,857 | +85.2% | 0.01% | 0.0% |
| Q3 2020 | $437,000 | -2.5% | 2,622 | -10.5% | 0.01% | -16.7% |
| Q2 2020 | $448,000 | +44.1% | 2,930 | +18.9% | 0.01% | +20.0% |
| Q1 2020 | $311,000 | -33.5% | 2,465 | -15.9% | 0.01% | -28.6% |
| Q4 2019 | $468,000 | -5.1% | 2,932 | -12.2% | 0.01% | -12.5% |
| Q3 2019 | $493,000 | -59.1% | 3,338 | -59.5% | 0.01% | -52.9% |
| Q2 2019 | $1,205,000 | +0.2% | 8,247 | -3.1% | 0.02% | -10.5% |
| Q1 2019 | $1,202,000 | -0.7% | 8,512 | -12.5% | 0.02% | -13.6% |
| Q4 2018 | $1,210,000 | +6.6% | 9,725 | +24.7% | 0.02% | +15.8% |
| Q3 2018 | $1,135,000 | +243.9% | 7,801 | +222.2% | 0.02% | +171.4% |
| Q2 2018 | $330,000 | -45.7% | 2,421 | -47.4% | 0.01% | -46.2% |
| Q1 2018 | $608,000 | +43.4% | 4,604 | +45.1% | 0.01% | +62.5% |
| Q4 2017 | $424,000 | -5.6% | 3,172 | -10.9% | 0.01% | -11.1% |
| Q3 2017 | $449,000 | -78.8% | 3,560 | -79.6% | 0.01% | -78.0% |
| Q2 2017 | $2,117,000 | – | 17,445 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |