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 2021 | $573,000 | +8.1% | 5,740 | +2.1% | 0.01% | 0.0% |
| Q4 2020 | $530,000 | +44.4% | 5,620 | +144.3% | 0.01% | +25.0% |
| Q4 2019 | $367,000 | +7.9% | 2,300 | -1.3% | 0.00% | 0.0% |
| Q3 2019 | $340,000 | 0.0% | 2,330 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $340,000 | +6.6% | 2,330 | +3.1% | 0.00% | 0.0% |
| Q1 2019 | $319,000 | +4.6% | 2,260 | -7.9% | 0.00% | 0.0% |
| Q4 2018 | $305,000 | -38.0% | 2,453 | -27.5% | 0.00% | -33.3% |
| Q3 2018 | $492,000 | -99.9% | 3,383 | -12.3% | 0.01% | 0.0% |
| Q2 2017 | $468,091,000 | -4.9% | 3,858 | -18.3% | 0.01% | -25.0% |
| Q2 2015 | $492,268,000 | +26.9% | 4,722 | +20.7% | 0.01% | +14.3% |
| Q3 2014 | $387,851,000 | +6.8% | 3,912 | +6.8% | 0.01% | +16.7% |
| Q2 2014 | $363,014,000 | +31.6% | 3,662 | +23.9% | 0.01% | +20.0% |
| Q4 2013 | $275,820,000 | +19.4% | 2,955 | +9.0% | 0.01% | 0.0% |
| Q3 2013 | $231,004,000 | – | 2,711 | – | 0.01% | – |
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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% |