Powell Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Townsend & Associates, Inc 235,529$22,215,00016.18%
Lowe Wealth Advisors, LLC 45,504$4,292,0002.18%
Savant Capital, LLC 194,243$18,321,0001.07%
Sterling Investment Advisors, Ltd. 32,037$3,081,0001.05%
IBEX WEALTH ADVISORS 30,886$2,913,0000.76%
Mine & Arao Wealth Creation & Management, LLC. 10,727$1,012,0000.73%
Ballew Advisors, Inc 9,761$935,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 10,718$1,011,0000.70%
Mathes Company, Inc. 17,260$1,628,0000.66%
TrinityPoint Wealth, LLC 24,867$2,410,0000.58%
View complete list of ISHARES TR shareholders