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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |