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 | $53,285 | -3.6% | 510 | 0.0% | 0.00% | – |
| Q2 2023 | $55,248 | +8.3% | 510 | 0.0% | 0.00% | – |
| Q1 2023 | $51,036 | +7.1% | 510 | 0.0% | 0.00% | – |
| Q4 2022 | $47,660 | +5.9% | 510 | 0.0% | 0.00% | – |
| Q3 2022 | $45,000 | -4.3% | 510 | 0.0% | 0.00% | – |
| Q2 2022 | $47,000 | -17.5% | 510 | 0.0% | 0.00% | – |
| Q1 2022 | $57,000 | -5.0% | 510 | 0.0% | 0.00% | – |
| Q4 2021 | $60,000 | +9.1% | 510 | 0.0% | 0.00% | – |
| Q3 2021 | $55,000 | 0.0% | 510 | 0.0% | 0.00% | – |
| Q2 2021 | $55,000 | -16.7% | 510 | -22.7% | 0.00% | – |
| Q1 2021 | $66,000 | -74.0% | 660 | -75.5% | 0.00% | -100.0% |
| Q4 2020 | $254,000 | -25.7% | 2,690 | +31.0% | 0.00% | 0.0% |
| Q3 2020 | $342,000 | +8.9% | 2,054 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $314,000 | +21.7% | 2,051 | +0.1% | 0.00% | -50.0% |
| Q1 2020 | $258,000 | +17.3% | 2,048 | +48.9% | 0.00% | +100.0% |
| Q4 2019 | $220,000 | +8.4% | 1,375 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $203,000 | -0.5% | 1,375 | -1.5% | 0.00% | 0.0% |
| Q2 2019 | $204,000 | +5.2% | 1,396 | +1.5% | 0.00% | 0.0% |
| Q1 2019 | $194,000 | +13.5% | 1,375 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $171,000 | -14.5% | 1,375 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $200,000 | +7.0% | 1,375 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $187,000 | +2.7% | 1,375 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $182,000 | – | 1,375 | – | 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% |