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 | $416 | -3.5% | 3,983 | 0.0% | 0.24% | -0.8% |
Q2 2023 | $431 | +8.3% | 3,983 | +0.2% | 0.24% | +31.9% |
Q1 2023 | $398 | +7.3% | 3,974 | +0.2% | 0.18% | +2.2% |
Q4 2022 | $371 | -99.9% | 3,966 | +0.8% | 0.18% | -0.6% |
Q3 2022 | $345,000 | -19.0% | 3,935 | -14.8% | 0.18% | -1.1% |
Q2 2022 | $426,000 | -2.5% | 4,617 | +17.6% | 0.18% | +5.8% |
Q1 2022 | $437,000 | -5.4% | 3,925 | +0.2% | 0.17% | -9.0% |
Q4 2021 | $462,000 | +10.0% | 3,916 | +0.6% | 0.19% | -1.1% |
Q3 2021 | $420,000 | 0.0% | 3,893 | 0.0% | 0.19% | -3.1% |
Q2 2021 | $420,000 | +8.5% | 3,893 | +0.5% | 0.20% | 0.0% |
Q1 2021 | $387,000 | +6.0% | 3,874 | 0.0% | 0.20% | -2.0% |
Q4 2020 | $365,000 | +13.4% | 3,874 | +100.4% | 0.20% | -4.8% |
Q3 2020 | $322,000 | +9.2% | 1,933 | +0.4% | 0.21% | -4.5% |
Q2 2020 | $295,000 | +32.3% | 1,926 | +9.1% | 0.22% | +9.5% |
Q1 2020 | $223,000 | – | 1,766 | – | 0.20% | – |
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% |