ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $288,000 | +4.3% | 3,288 | +10.0% | 0.16% | +7.1% |
| Q2 2022 | $276,000 | -17.1% | 2,988 | 0.0% | 0.15% | -4.9% |
| Q1 2022 | $333,000 | -8.5% | 2,988 | -3.2% | 0.16% | -7.4% |
| Q4 2021 | $364,000 | +17.0% | 3,088 | +7.0% | 0.18% | +3.6% |
| Q3 2021 | $311,000 | +120.6% | 2,886 | +242.3% | 0.17% | +108.6% |
| Q3 2020 | $141,000 | +513.0% | 843 | +469.6% | 0.08% | +523.1% |
| Q2 2020 | $23,000 | +91.7% | 148 | +59.1% | 0.01% | +62.5% |
| Q1 2020 | $12,000 | -14.3% | 93 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $14,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 93 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $14,000 | +7.7% | 93 | 0.0% | 0.01% | +100.0% |
| Q1 2019 | $13,000 | – | 93 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |