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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,553,019 | +3.8% | 14,336 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $1,495,946 | +5.9% | 14,949 | -1.1% | 0.01% | 0.0% |
| Q4 2022 | $1,412,497 | +6.5% | 15,115 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $1,326,000 | -5.0% | 15,115 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,396,000 | -20.2% | 15,115 | -3.8% | 0.01% | 0.0% |
| Q1 2022 | $1,749,000 | -5.8% | 15,704 | -0.3% | 0.01% | 0.0% |
| Q4 2021 | $1,857,000 | +9.3% | 15,754 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $1,699,000 | -1.8% | 15,754 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $1,731,000 | +5.9% | 16,034 | -2.0% | 0.01% | 0.0% |
| Q1 2021 | $1,635,000 | +8.4% | 16,368 | +2.4% | 0.01% | 0.0% |
| Q4 2020 | $1,508,000 | +5.8% | 15,984 | +48.2% | 0.01% | -25.0% |
| Q1 2018 | $1,425,000 | -7.9% | 10,784 | -6.8% | 0.01% | -11.1% |
| Q4 2017 | $1,547,000 | +15.4% | 11,577 | +8.9% | 0.01% | +12.5% |
| Q3 2017 | $1,340,000 | +3.9% | 10,632 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $1,290,000 | – | 10,632 | – | 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% |