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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $540,788 | -3.6% | 5,176 | 0.0% | 0.28% | -4.5% |
Q2 2023 | $560,716 | +8.3% | 5,176 | 0.0% | 0.29% | +3.2% |
Q1 2023 | $517,962 | +7.1% | 5,176 | 0.0% | 0.28% | +0.7% |
Q4 2022 | $483,697 | +6.6% | 5,176 | 0.0% | 0.28% | -2.8% |
Q3 2022 | $453,935 | -5.0% | 5,176 | 0.0% | 0.29% | -5.6% |
Q2 2022 | $478,004 | -17.1% | 5,176 | 0.0% | 0.30% | -5.6% |
Q1 2022 | $576,399 | – | 5,176 | – | 0.32% | – |
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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% |