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 | $212,566 | -4.1% | 2,035 | -0.6% | 0.01% | -11.1% |
| Q2 2023 | $221,699 | +4.0% | 2,047 | -3.9% | 0.01% | 0.0% |
| Q1 2023 | $213,201 | -18.9% | 2,131 | -25.0% | 0.01% | -30.8% |
| Q2 2022 | $263,000 | -25.1% | 2,843 | -4.6% | 0.01% | -13.3% |
| Q4 2021 | $351,000 | +9.3% | 2,979 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $321,000 | -0.6% | 2,979 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $323,000 | +7.3% | 2,979 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $301,000 | +7.1% | 2,979 | +0.0% | 0.02% | -15.0% |
| Q4 2020 | $281,000 | +13.3% | 2,978 | +100.0% | 0.02% | -9.1% |
| Q3 2020 | $248,000 | +11.7% | 1,489 | +2.8% | 0.02% | 0.0% |
| Q2 2020 | $222,000 | +8.8% | 1,448 | +3.9% | 0.02% | -35.3% |
| Q2 2019 | $204,000 | – | 1,393 | – | 0.03% | – |
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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% |