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 | $346,247 | -3.6% | 3,314 | 0.0% | 0.23% | +0.9% |
Q2 2023 | $359,006 | +8.3% | 3,314 | 0.0% | 0.22% | +2.7% |
Q1 2023 | $331,632 | +7.1% | 3,314 | 0.0% | 0.22% | +27.3% |
Q4 2022 | $309,693 | +6.4% | 3,314 | 0.0% | 0.17% | -3.4% |
Q3 2022 | $291,000 | -4.9% | 3,314 | 0.0% | 0.18% | +3.5% |
Q2 2022 | $306,000 | -17.1% | 3,314 | 0.0% | 0.17% | -5.0% |
Q1 2022 | $369,000 | -5.6% | 3,314 | 0.0% | 0.18% | -11.3% |
Q4 2021 | $391,000 | +9.5% | 3,314 | 0.0% | 0.20% | -1.4% |
Q3 2021 | $357,000 | -0.3% | 3,314 | 0.0% | 0.21% | -25.5% |
Q2 2021 | $358,000 | +8.2% | 3,314 | 0.0% | 0.28% | -14.7% |
Q1 2021 | $331,000 | +5.8% | 3,314 | 0.0% | 0.33% | -1.2% |
Q4 2020 | $313,000 | +13.4% | 3,314 | +100.0% | 0.33% | +27.4% |
Q3 2020 | $276,000 | +8.7% | 1,657 | 0.0% | 0.26% | +9.3% |
Q2 2020 | $254,000 | +2.0% | 1,657 | -16.1% | 0.24% | -0.8% |
Q1 2020 | $249,000 | -21.0% | 1,976 | 0.0% | 0.24% | +20.1% |
Q4 2019 | $315,000 | +7.9% | 1,976 | 0.0% | 0.20% | 0.0% |
Q3 2019 | $292,000 | -1.4% | 1,976 | -2.3% | 0.20% | -5.7% |
Q2 2019 | $296,000 | -2.3% | 2,023 | -5.6% | 0.21% | -13.2% |
Q1 2019 | $303,000 | +11.4% | 2,143 | -1.8% | 0.24% | -8.3% |
Q4 2018 | $272,000 | – | 2,183 | – | 0.26% | – |
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% |