ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $869,137 | +3.4% | 8,685 | -3.5% | 0.05% | -7.8% |
| Q4 2022 | $840,633 | +7.5% | 8,996 | +0.9% | 0.05% | -3.8% |
| Q3 2022 | $782,000 | -5.1% | 8,919 | 0.0% | 0.05% | -3.6% |
| Q2 2022 | $824,000 | -16.8% | 8,919 | +0.3% | 0.06% | -8.3% |
| Q1 2022 | $990,000 | -2.2% | 8,894 | +3.6% | 0.06% | -4.8% |
| Q4 2021 | $1,012,000 | +9.9% | 8,586 | +0.6% | 0.06% | 0.0% |
| Q3 2021 | $921,000 | +7.3% | 8,536 | +7.5% | 0.06% | +1.6% |
| Q2 2021 | $858,000 | +11.4% | 7,943 | +3.1% | 0.06% | -6.1% |
| Q1 2021 | $770,000 | +6.5% | 7,706 | +0.5% | 0.07% | +1.5% |
| Q4 2020 | $723,000 | – | 7,669 | – | 0.06% | – |
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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% |