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 | $3,179,082 | -61.2% | 28,906 | -61.7% | 0.00% | -66.7% |
| Q2 2023 | $8,189,585 | +171.7% | 75,487 | +134.8% | 0.00% | +200.0% |
| Q4 2022 | $3,014,651 | -14.2% | 32,146 | -7.3% | 0.00% | -50.0% |
| Q3 2022 | $3,514,000 | +16.7% | 34,694 | +10.5% | 0.00% | +100.0% |
| Q2 2022 | $3,011,000 | -21.9% | 31,384 | -7.2% | 0.00% | -50.0% |
| Q1 2022 | $3,855,000 | -6.5% | 33,828 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $4,123,000 | +6.8% | 34,736 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $3,861,000 | +2.4% | 34,499 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $3,769,000 | +3745.9% | 34,869 | +3582.0% | 0.00% | – |
| Q1 2021 | $98,000 | -77.2% | 947 | -78.8% | 0.00% | – |
| Q4 2020 | $429,000 | +450.0% | 4,474 | +856.0% | 0.00% | – |
| Q3 2020 | $78,000 | -10.3% | 468 | -16.1% | 0.00% | – |
| Q2 2020 | $87,000 | +24.3% | 558 | -1.8% | 0.00% | – |
| Q1 2020 | $70,000 | -67.0% | 568 | -57.1% | 0.00% | – |
| Q4 2019 | $212,000 | +114.1% | 1,325 | +96.9% | 0.00% | – |
| Q3 2019 | $99,000 | -40.4% | 673 | -40.8% | 0.00% | – |
| Q2 2019 | $166,000 | +3.8% | 1,137 | 0.0% | 0.00% | – |
| Q1 2019 | $160,000 | +13.5% | 1,137 | -0.1% | 0.00% | – |
| Q4 2018 | $141,000 | -15.1% | 1,138 | -0.2% | 0.00% | – |
| Q3 2018 | $166,000 | +6.4% | 1,140 | 0.0% | 0.00% | – |
| Q2 2018 | $156,000 | +12.2% | 1,140 | +8.3% | 0.00% | – |
| Q1 2018 | $139,000 | -18.2% | 1,053 | -17.5% | 0.00% | – |
| Q4 2017 | $170,000 | +46.6% | 1,277 | +38.2% | 0.00% | – |
| Q3 2017 | $116,000 | +2.7% | 924 | 0.0% | 0.00% | – |
| Q2 2017 | $113,000 | +3.7% | 924 | 0.0% | 0.00% | – |
| Q1 2017 | $109,000 | +45.3% | 924 | +35.3% | 0.00% | – |
| Q4 2016 | $75,000 | +1.4% | 683 | 0.0% | 0.00% | – |
| Q3 2016 | $74,000 | +2.8% | 683 | 0.0% | 0.00% | – |
| Q2 2016 | $72,000 | -35.1% | 683 | -36.8% | 0.00% | – |
| Q1 2016 | $111,000 | -21.8% | 1,081 | -22.6% | 0.00% | – |
| Q4 2015 | $142,000 | +1.4% | 1,396 | -3.8% | 0.00% | – |
| Q3 2015 | $140,000 | -7.9% | 1,451 | 0.0% | 0.00% | – |
| Q2 2015 | $152,000 | +100.0% | 1,451 | +99.9% | 0.00% | – |
| Q1 2015 | $76,000 | +1.3% | 726 | 0.0% | 0.00% | – |
| Q4 2014 | $75,000 | +4.2% | 726 | 0.0% | 0.00% | – |
| Q3 2014 | $72,000 | -10.0% | 726 | -9.5% | 0.00% | – |
| Q2 2014 | $80,000 | -44.1% | 802 | -46.6% | 0.00% | – |
| Q1 2014 | $143,000 | +286.5% | 1,501 | +277.1% | 0.00% | – |
| Q4 2013 | $37,000 | +825.0% | 398 | +696.0% | 0.00% | – |
| Q3 2013 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2013 | $4,000 | – | 50 | – | 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% |