ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,974,023 | -3.6% | 28,465 | 0.0% | 0.10% | -3.0% |
| Q2 2023 | $3,083,613 | +8.3% | 28,465 | 0.0% | 0.10% | -3.8% |
| Q1 2023 | $2,848,493 | +7.1% | 28,465 | 0.0% | 0.10% | +8.3% |
| Q4 2022 | $2,660,054 | +6.6% | 28,465 | 0.0% | 0.10% | -11.1% |
| Q3 2022 | $2,496,000 | -5.1% | 28,465 | 0.0% | 0.11% | +33.3% |
| Q2 2022 | $2,629,000 | -17.1% | 28,465 | 0.0% | 0.08% | -57.6% |
| Q1 2022 | $3,170,000 | -5.5% | 28,465 | 0.0% | 0.19% | -41.9% |
| Q4 2021 | $3,355,000 | +9.2% | 28,465 | 0.0% | 0.33% | +2.5% |
| Q3 2021 | $3,071,000 | -0.1% | 28,465 | 0.0% | 0.32% | +11.1% |
| Q2 2021 | $3,073,000 | – | 28,465 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |