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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $275,000 | +3.0% | 2,334 | -5.8% | 0.00% | -20.0% |
| Q3 2021 | $267,000 | -1.1% | 2,479 | -8.3% | 0.01% | 0.0% |
| Q1 2021 | $270,000 | -2.2% | 2,704 | -7.7% | 0.01% | 0.0% |
| Q4 2020 | $276,000 | +6.6% | 2,929 | +88.7% | 0.01% | -16.7% |
| Q3 2020 | $259,000 | +6.1% | 1,552 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $244,000 | +21.4% | 1,592 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $201,000 | -19.6% | 1,592 | +1.7% | 0.01% | 0.0% |
| Q4 2019 | $250,000 | +6.4% | 1,566 | -1.6% | 0.01% | 0.0% |
| Q3 2019 | $235,000 | -2.5% | 1,591 | -3.5% | 0.01% | 0.0% |
| Q2 2019 | $241,000 | +1.7% | 1,648 | -1.8% | 0.01% | 0.0% |
| Q1 2019 | $237,000 | -2.1% | 1,678 | -13.9% | 0.01% | -14.3% |
| Q4 2018 | $242,000 | -41.4% | 1,948 | -31.4% | 0.01% | -30.0% |
| Q3 2018 | $413,000 | +6.7% | 2,839 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $387,000 | +3.2% | 2,839 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $375,000 | -1.1% | 2,839 | +0.2% | 0.01% | +10.0% |
| Q4 2017 | $379,000 | +41.4% | 2,834 | +33.5% | 0.01% | +25.0% |
| Q3 2017 | $268,000 | +1.5% | 2,123 | -2.3% | 0.01% | 0.0% |
| Q2 2017 | $264,000 | +3.9% | 2,173 | +1.2% | 0.01% | 0.0% |
| Q1 2017 | $254,000 | +5.4% | 2,148 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $241,000 | -1.2% | 2,148 | -4.4% | 0.01% | 0.0% |
| Q3 2016 | $244,000 | +2.5% | 2,248 | -1.3% | 0.01% | 0.0% |
| Q2 2016 | $238,000 | +1.7% | 2,278 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $234,000 | +0.9% | 2,278 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $232,000 | +5.5% | 2,278 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $220,000 | -7.2% | 2,278 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $237,000 | -3.7% | 2,278 | -3.0% | 0.01% | 0.0% |
| Q1 2015 | $246,000 | +5.1% | 2,349 | -0.4% | 0.01% | 0.0% |
| Q3 2014 | $234,000 | -2.5% | 2,359 | -2.4% | 0.01% | 0.0% |
| Q2 2014 | $240,000 | – | 2,417 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |