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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787,129 | -4.1% | 7,534 | -0.6% | 0.02% | -5.6% |
| Q2 2023 | $820,792 | +8.5% | 7,577 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $756,276 | +7.3% | 7,557 | +0.2% | 0.02% | -10.0% |
| Q4 2022 | $705,018 | +7.5% | 7,544 | +0.9% | 0.02% | -16.7% |
| Q3 2022 | $656,000 | +1829.4% | 7,475 | +3122.0% | 0.02% | +700.0% |
| Q2 2019 | $34,000 | +3.0% | 232 | +0.4% | 0.00% | -40.0% |
| Q1 2019 | $33,000 | +13.8% | 231 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $29,000 | -12.1% | 230 | +0.9% | 0.01% | -37.5% |
| Q3 2018 | $33,000 | +6.5% | 228 | +0.4% | 0.01% | +14.3% |
| Q2 2018 | $31,000 | +3.3% | 227 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $30,000 | -64.3% | 227 | -63.7% | 0.01% | -30.0% |
| Q4 2017 | $84,000 | – | 626 | – | 0.01% | – |
Download | ||||||
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% |