ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $747,323 | -35.7% | 7,468 | -39.9% | 0.30% | -41.3% |
| Q4 2022 | $1,161,490 | +2539.8% | 12,429 | +2361.2% | 0.51% | +1853.8% |
| Q3 2022 | $44,000 | +18.9% | 505 | +24.7% | 0.03% | +13.0% |
| Q2 2022 | $37,000 | +311.1% | 405 | +406.2% | 0.02% | +360.0% |
| Q1 2022 | $9,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $9,000 | 0.0% | 80 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $9,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | +125.0% | 80 | +100.0% | 0.01% | +50.0% |
| Q1 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | – | 40 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |