ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 188 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 11.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,836 | -3.6% | 276 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29,899 | +8.3% | 276 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $27,619 | -1.5% | 276 | -8.0% | 0.01% | 0.0% |
| Q4 2022 | $28,035 | +7.8% | 300 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $26,000 | -7.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -15.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -5.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +9.4% | 300 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $32,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $32,000 | +6.7% | 300 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $30,000 | -46.4% | 300 | -50.0% | 0.01% | 0.0% |
| Q4 2020 | $56,000 | +124.0% | 600 | +300.0% | 0.01% | -14.3% |
| Q3 2020 | $25,000 | +8.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +21.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | +18.8% | 150 | +50.0% | 0.01% | +16.7% |
| Q4 2019 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | – | 100 | – | 0.01% | – |
Download | ||||||
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% |