ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,301 | -3.6% | 893 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $96,739 | +8.3% | 893 | 0.0% | 0.08% | +5.2% |
| Q1 2023 | $89,363 | +7.1% | 893 | 0.0% | 0.08% | +6.9% |
| Q4 2022 | $83,451 | -22.7% | 893 | -27.6% | 0.07% | -39.0% |
| Q3 2022 | $108,000 | -10.0% | 1,233 | -4.9% | 0.12% | -15.1% |
| Q2 2022 | $120,000 | -87.6% | 1,297 | -85.0% | 0.14% | -87.8% |
| Q1 2022 | $966,000 | -21.3% | 8,674 | -16.8% | 1.14% | -8.7% |
| Q4 2021 | $1,228,000 | -24.7% | 10,424 | -31.1% | 1.24% | -22.0% |
| Q3 2021 | $1,631,000 | +18.0% | 15,125 | +18.2% | 1.59% | +23.3% |
| Q2 2021 | $1,382,000 | – | 12,797 | – | 1.29% | – |
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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% |