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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $0 | -100.0% | 2 | -95.6% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | -87.5% | 45 | -87.9% | 0.00% | – |
| Q2 2021 | $40,000 | +8.1% | 371 | 0.0% | 0.00% | – |
| Q1 2021 | $37,000 | +2.8% | 371 | -3.9% | 0.00% | – |
| Q4 2020 | $36,000 | -2.7% | 386 | +73.9% | 0.00% | – |
| Q3 2020 | $37,000 | +8.8% | 222 | 0.0% | 0.00% | – |
| Q2 2020 | $34,000 | +21.4% | 222 | +0.5% | 0.00% | – |
| Q1 2020 | $28,000 | +12.0% | 221 | +39.9% | 0.00% | – |
| Q4 2019 | $25,000 | +8.7% | 158 | 0.0% | 0.00% | – |
| Q3 2019 | $23,000 | 0.0% | 158 | +0.6% | 0.00% | – |
| Q2 2019 | $23,000 | +4.5% | 157 | 0.0% | 0.00% | – |
| Q1 2019 | $22,000 | -69.9% | 157 | -73.4% | 0.00% | – |
| Q4 2018 | $73,000 | -15.1% | 590 | +0.2% | 0.00% | – |
| Q3 2018 | $86,000 | +7.5% | 589 | +0.2% | 0.00% | – |
| Q2 2018 | $80,000 | +81.8% | 588 | +76.6% | 0.00% | – |
| Q1 2018 | $44,000 | 0.0% | 333 | 0.0% | 0.00% | – |
| Q4 2017 | $44,000 | +51.7% | 333 | +43.5% | 0.00% | – |
| Q3 2017 | $29,000 | -92.9% | 232 | -93.1% | 0.00% | – |
| Q2 2017 | $406,000 | +1.8% | 3,346 | -0.9% | 0.00% | – |
| Q1 2017 | $399,000 | +5.6% | 3,377 | 0.0% | 0.00% | – |
| Q4 2016 | $378,000 | +3.3% | 3,377 | +0.2% | 0.00% | – |
| Q3 2016 | $366,000 | 0.0% | 3,370 | -3.6% | 0.00% | – |
| Q2 2016 | $366,000 | +23.2% | 3,495 | +20.4% | 0.00% | – |
| Q1 2016 | $297,000 | -52.8% | 2,904 | -52.9% | 0.00% | -100.0% |
| Q4 2015 | $629,000 | +83.9% | 6,169 | +73.7% | 0.00% | – |
| Q3 2015 | $342,000 | +125.0% | 3,551 | +143.4% | 0.00% | – |
| Q2 2015 | $152,000 | -20.4% | 1,459 | -20.0% | 0.00% | – |
| Q1 2015 | $191,000 | +36.4% | 1,823 | +34.3% | 0.00% | – |
| Q4 2014 | $140,000 | +14.8% | 1,357 | +10.4% | 0.00% | – |
| Q3 2014 | $122,000 | 0.0% | 1,229 | +0.2% | 0.00% | – |
| Q2 2014 | $122,000 | 0.0% | 1,226 | -4.7% | 0.00% | – |
| Q1 2014 | $122,000 | 0.0% | 1,287 | -1.7% | 0.00% | – |
| Q4 2013 | $122,000 | -37.1% | 1,309 | -42.7% | 0.00% | – |
| Q3 2013 | $194,000 | -9.3% | 2,284 | -13.6% | 0.00% | – |
| Q2 2013 | $214,000 | – | 2,645 | – | 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% |