ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 92 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $203,000 | -10.2% | 1,820 | -5.2% | 0.03% | -11.4% |
| Q4 2021 | $226,000 | +9.2% | 1,920 | 0.0% | 0.04% | -2.8% |
| Q3 2021 | $207,000 | 0.0% | 1,920 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $207,000 | -2.4% | 1,920 | -9.4% | 0.04% | -10.3% |
| Q1 2021 | $212,000 | -10.9% | 2,120 | -15.9% | 0.04% | -17.0% |
| Q4 2020 | $238,000 | +13.3% | 2,520 | +100.0% | 0.05% | -4.1% |
| Q3 2020 | $210,000 | -12.9% | 1,260 | -16.6% | 0.05% | -23.4% |
| Q4 2019 | $241,000 | +8.1% | 1,510 | 0.0% | 0.06% | -1.5% |
| Q3 2019 | $223,000 | +0.9% | 1,510 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $221,000 | +3.8% | 1,510 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $213,000 | -3.2% | 1,510 | 0.0% | 0.06% | +1.6% |
| Q3 2018 | $220,000 | +6.8% | 1,510 | 0.0% | 0.06% | -3.1% |
| Q2 2018 | $206,000 | +2.0% | 1,510 | 0.0% | 0.06% | -9.7% |
| Q4 2017 | $202,000 | -10.6% | 1,510 | -30.9% | 0.07% | -18.2% |
| Q4 2014 | $226,000 | +4.1% | 2,185 | 0.0% | 0.09% | -1.1% |
| Q3 2014 | $217,000 | 0.0% | 2,185 | 0.0% | 0.09% | -5.3% |
| Q2 2014 | $217,000 | +4.8% | 2,185 | 0.0% | 0.09% | +2.2% |
| Q1 2014 | $207,000 | +1.5% | 2,185 | 0.0% | 0.09% | 0.0% |
| Q4 2013 | $204,000 | – | 2,185 | – | 0.09% | – |
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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% |