ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 10,727 | 0.0% | 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% | 5,200 | 0.0% | 0.76% | -2.3% |
| Q4 2019 | $830,000 | – | 5,200 | – | 0.78% | – |
Download | ||||||
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% |