ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,598 | -3.6% | 2,331 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $252,575 | +8.3% | 2,331 | +0.0% | 0.02% | +4.2% |
| Q1 2023 | $233,262 | +6.6% | 2,330 | -0.5% | 0.02% | -4.0% |
| Q4 2022 | $218,884 | +6.8% | 2,342 | +0.0% | 0.02% | -16.7% |
| Q3 2022 | $205,000 | -5.1% | 2,341 | +0.0% | 0.03% | +3.4% |
| Q2 2022 | $216,000 | -16.9% | 2,340 | +0.2% | 0.03% | -6.5% |
| Q1 2022 | $260,000 | -5.5% | 2,335 | +0.2% | 0.03% | -13.9% |
| Q4 2021 | $275,000 | +8.7% | 2,331 | -0.6% | 0.04% | -5.3% |
| Q3 2021 | $253,000 | 0.0% | 2,346 | +0.2% | 0.04% | -9.5% |
| Q2 2021 | $253,000 | +8.1% | 2,342 | +0.2% | 0.04% | -20.8% |
| Q1 2021 | $234,000 | +6.4% | 2,338 | +0.2% | 0.05% | -8.6% |
| Q4 2020 | $220,000 | – | 2,333 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |