ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308 | +50.2% | 2,947 | +56.2% | 0.00% | 0.0% |
| Q2 2023 | $205 | -7.2% | 1,887 | -14.6% | 0.00% | 0.0% |
| Q1 2023 | $221 | +7.3% | 2,209 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $206 | -99.9% | 2,206 | -4.6% | 0.00% | 0.0% |
| Q3 2022 | $203,000 | -6.0% | 2,313 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $216,000 | -12.6% | 2,308 | +4.2% | 0.00% | 0.0% |
| Q1 2022 | $247,000 | -22.6% | 2,216 | -18.2% | 0.00% | 0.0% |
| Q4 2021 | $319,000 | +9.2% | 2,708 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $292,000 | +20.2% | 2,705 | +20.4% | 0.00% | 0.0% |
| Q2 2021 | $243,000 | -99.9% | 2,247 | -24.0% | 0.00% | -83.3% |
| Q4 2014 | $306,342,000 | – | 2,958 | – | 0.01% | – |
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% |