ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,293 | +11.5% | 54 | 0.0% | 0.00% | – |
| Q3 2023 | $5,642 | -3.6% | 54 | 0.0% | 0.00% | – |
| Q2 2023 | $5,850 | +8.3% | 54 | 0.0% | 0.00% | – |
| Q1 2023 | $5,404 | +7.1% | 54 | 0.0% | 0.00% | – |
| Q4 2022 | $5,046 | -73.4% | 54 | -75.0% | 0.00% | -100.0% |
| Q3 2022 | $19,000 | -5.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 216 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | -4.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | +8.7% | 216 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -43.9% | 216 | -46.8% | 0.00% | 0.0% |
| Q1 2021 | $41,000 | +105.0% | 406 | +88.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +11.1% | 216 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | – | 108 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |