ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 187 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,889 | -9.8% | 56,362 | -6.5% | 0.29% | -6.1% |
| Q2 2023 | $6,531 | +4.4% | 60,287 | -3.5% | 0.31% | -0.3% |
| Q1 2023 | $6,254 | +13.9% | 62,500 | +6.4% | 0.31% | +3.6% |
| Q4 2022 | $5,491 | -99.9% | 58,763 | -6.3% | 0.30% | -2.3% |
| Q3 2022 | $5,501,000 | -4.1% | 62,728 | +1.0% | 0.31% | -1.0% |
| Q2 2022 | $5,737,000 | +3.6% | 62,125 | +25.0% | 0.31% | +23.3% |
| Q1 2022 | $5,536,000 | +10.9% | 49,713 | +17.4% | 0.25% | +17.7% |
| Q4 2021 | $4,991,000 | +63.5% | 42,350 | +49.6% | 0.22% | +48.3% |
| Q3 2021 | $3,053,000 | +4.6% | 28,306 | +4.7% | 0.14% | +5.1% |
| Q2 2021 | $2,920,000 | +43.0% | 27,048 | +32.3% | 0.14% | +22.1% |
| Q1 2021 | $2,042,000 | – | 20,450 | – | 0.11% | – |
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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% |