Mine & Arao Wealth Creation & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 188 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 11.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Mine & Arao Wealth Creation & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,167,839
-3.5%
11,178
+0.0%
0.71%
+0.3%
Q2 2023$1,210,678
+8.5%
11,176
+0.2%
0.71%
-1.1%
Q1 2023$1,115,802
+6.5%
11,150
-0.6%
0.72%
-7.7%
Q4 2022$1,048,069
+6.0%
11,215
-0.5%
0.78%
+6.6%
Q3 2022$989,000
-4.7%
11,273
+0.3%
0.73%
-0.1%
Q2 2022$1,038,000
-16.9%
11,238
+0.2%
0.73%
-0.4%
Q1 2022$1,249,000
-5.7%
11,213
-0.2%
0.73%
+0.3%
Q4 2021$1,325,000
+14.7%
11,240
+5.0%
0.73%
+5.5%
Q3 2021$1,155,000
-0.6%
10,708
-0.5%
0.69%
-1.4%
Q2 2021$1,162,000
+8.5%
10,758
+0.3%
0.70%
-1.7%
Q1 2021$1,071,000
+5.8%
10,7270.0%0.71%
-1.8%
Q4 2020$1,012,000
+11.7%
10,727
+97.4%
0.73%
-2.5%
Q3 2020$906,000
+14.4%
5,435
+5.0%
0.75%
+0.4%
Q2 2020$792,000
+20.7%
5,174
-0.5%
0.74%
-2.4%
Q1 2020$656,000
-21.0%
5,2000.0%0.76%
-2.3%
Q4 2019$830,0005,2000.78%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Savant Capital, LLC 154,312$15,299,0006.50%
Beaumont Financial Partners, LLC 212,551$21,073,0001.38%
ASSET ADVISORS CORP 48,839$4,842,0001.11%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$126,0000.97%
Mathes Company, Inc. 14,300$1,418,0000.71%
Thomasville National Bank 17,511$1,736,0000.66%
Peachtree Investment Advisors, Inc. 9,605$952,0000.64%
Biondo Investment Advisors, LLC 18,595$1,844,0000.57%
Evanson Asset Management, LLC 9,902$982,0000.40%
STERNE AGEE GROUP, INC. 20,982$2,085,0000.33%
View complete list of ISHARES TR shareholders