Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$351,000
-4.9%
4,0000.0%0.04%
-6.4%
Q2 2022$369,000
-17.1%
4,0000.0%0.05%
-17.5%
Q1 2022$445,000
-52.8%
4,000
-50.0%
0.06%
-50.0%
Q4 2021$943,000
+9.3%
8,0000.0%0.11%
+6.5%
Q3 2021$863,000
-3.0%
8,0000.0%0.11%
+2.9%
Q2 2021$890,000
-25.7%
8,000
-33.3%
0.10%
-28.3%
Q1 2021$1,198,000
+5.8%
12,0000.0%0.14%
-2.0%
Q4 2020$1,132,000
+13.2%
12,000
+100.0%
0.15%
+6.5%
Q3 2020$1,000,000
+8.9%
6,0000.0%0.14%
+6.1%
Q2 2020$918,000
+21.3%
6,0000.0%0.13%
+6.5%
Q1 2020$757,000
-21.0%
6,0000.0%0.12%
-3.9%
Q4 2019$958,000
+8.2%
6,0000.0%0.13%
+0.8%
Q3 2019$885,000
+0.9%
6,0000.0%0.13%
+3.3%
Q2 2019$877,000
+3.5%
6,0000.0%0.12%
+3.4%
Q1 2019$847,000
+13.4%
6,0000.0%0.12%
+4.4%
Q4 2018$747,000
-14.7%
6,0000.0%0.11%
-5.8%
Q3 2018$876,000
+7.1%
6,0000.0%0.12%
+8.0%
Q2 2018$818,000
+3.2%
6,0000.0%0.11%
+3.7%
Q1 2018$793,0006,0000.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,809$6,036,0003.35%
Savant Capital, LLC 112,248$17,919,0002.20%
TrinityPoint Wealth, LLC 16,006$2,555,0000.86%
TimeScale Financial, Inc. 16,429$2,622,0000.78%
Mine & Arao Wealth Creation & Management, LLC. 5,200$830,0000.78%
Mathes Company, Inc. 9,975$1,592,0000.74%
First Heartland Consultants, Inc. 21,220$3,388,0000.67%
IBEX WEALTH ADVISORS 12,888$2,057,0000.63%
Ballew Advisors, Inc 4,540$735,0000.63%
GenWealth Group, Inc. 9,736$1,554,0000.60%
View complete list of ISHARES TR shareholders