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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,831 | -4.7% | 1,938 | -1.4% | 0.04% | -2.7% |
| Q2 2023 | $212,868 | -4.5% | 1,965 | -1.8% | 0.04% | -7.5% |
| Q1 2022 | $223,000 | -10.1% | 2,002 | -4.8% | 0.04% | -9.1% |
| Q4 2021 | $248,000 | +9.3% | 2,102 | -0.0% | 0.04% | -20.0% |
| Q3 2021 | $227,000 | -0.4% | 2,103 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $228,000 | +9.6% | 2,103 | +0.8% | 0.06% | +1.8% |
| Q1 2021 | $208,000 | +2.5% | 2,087 | -3.2% | 0.06% | -3.4% |
| Q4 2020 | $203,000 | -2.4% | 2,157 | +72.7% | 0.06% | -15.7% |
| Q3 2020 | $208,000 | +1.0% | 1,249 | -7.4% | 0.07% | -7.9% |
| Q2 2020 | $206,000 | -19.2% | 1,349 | -33.3% | 0.08% | -34.5% |
| Q1 2020 | $255,000 | -18.8% | 2,024 | +2.8% | 0.12% | -3.3% |
| Q4 2019 | $314,000 | +6.1% | 1,969 | -2.0% | 0.12% | -11.1% |
| Q3 2019 | $296,000 | – | 2,009 | – | 0.14% | – |
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% |