IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$281
-99.9%
3,012
+0.3%
0.06%
-7.4%
Q3 2022$263,000
-88.2%
3,003
-87.6%
0.07%
-86.8%
Q2 2022$2,236,000
-36.0%
24,215
-22.8%
0.52%
-23.0%
Q1 2022$3,494,000
-13.3%
31,378
-8.3%
0.67%
-6.3%
Q4 2021$4,031,000
+6.4%
34,207
-2.6%
0.71%
-2.1%
Q3 2021$3,788,000
+2.0%
35,114
+2.1%
0.73%
-1.9%
Q2 2021$3,714,000
+18.2%
34,398
+9.3%
0.74%
-4.1%
Q1 2021$3,143,000
+7.9%
31,473
+1.9%
0.78%
+1.8%
Q4 2020$2,913,000
+19.1%
30,886
+110.5%
0.76%
+7.2%
Q3 2020$2,445,000
-0.3%
14,671
-8.5%
0.71%
-9.9%
Q2 2020$2,453,000
+19.3%
16,031
+24.4%
0.79%
+25.1%
Q4 2019$2,057,000
+5.5%
12,888
-2.5%
0.63%
-2.6%
Q3 2019$1,950,000
-2.5%
13,219
-3.4%
0.65%
+12.1%
Q2 2019$1,999,000
-2.8%
13,683
-6.0%
0.58%
-20.0%
Q1 2019$2,056,000
+4.0%
14,557
+7.4%
0.72%
+1.8%
Q3 2018$1,977,000
+26.6%
13,549
+12.0%
0.71%
+13.3%
Q2 2018$1,562,0000.0%12,0980.0%0.62%
-1.4%
Q1 2018$1,562,000
+19.8%
12,098
+18.1%
0.63%
+31.3%
Q3 2017$1,304,000
+11.5%
10,242
+6.3%
0.48%
+5.0%
Q2 2017$1,170,000
+9.0%
9,632
+2.2%
0.46%
-10.5%
Q4 2016$1,073,0009,4240.51%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders