ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 130 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $26,118 | +7.1% | 261 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,390 | -96.0% | 261 | -95.0% | 0.00% | -94.4% |
| Q4 2021 | $617,000 | +165.9% | 5,233 | +143.4% | 0.02% | +157.1% |
| Q3 2021 | $232,000 | +5700.0% | 2,150 | +7066.7% | 0.01% | – |
| Q3 2019 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | -20.0% | 30 | -16.7% | 0.00% | – |
| Q1 2019 | $5,000 | +25.0% | 36 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 36 | +20.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | -69.2% | 30 | -75.4% | 0.00% | -100.0% |
| Q3 2016 | $13,000 | – | 122 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |