Powell Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Powell Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$149,000
+22.1%
1,618
+47.4%
0.09%
+26.8%
Q1 2022$122,000
-10.3%
1,098
-4.5%
0.07%
-7.8%
Q4 2021$136,000
+9.7%
1,1500.0%0.08%0.0%
Q3 2021$124,0000.0%1,1500.0%0.08%
+1.3%
Q2 2021$124,000
+7.8%
1,1500.0%0.08%
+1.3%
Q1 2021$115,000
+43.8%
1,150
+35.3%
0.08%
+23.0%
Q4 2020$80,0008500.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders