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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $124,812 | +8.5% | 1,152 | +0.3% | 0.02% | +4.2% |
| Q1 2023 | $114,997 | +0.4% | 1,149 | -6.3% | 0.02% | -7.7% |
| Q4 2022 | $114,551 | +7.1% | 1,226 | +0.5% | 0.03% | -3.7% |
| Q3 2022 | $107,000 | -4.5% | 1,220 | +0.4% | 0.03% | -3.6% |
| Q2 2022 | $112,000 | -17.0% | 1,215 | +0.3% | 0.03% | -6.7% |
| Q1 2022 | $135,000 | -4.9% | 1,211 | +0.2% | 0.03% | -3.2% |
| Q4 2021 | $142,000 | +9.2% | 1,208 | +0.2% | 0.03% | +3.3% |
| Q3 2021 | $130,000 | -6.5% | 1,205 | -6.6% | 0.03% | -3.2% |
| Q2 2021 | $139,000 | +5.3% | 1,290 | -2.7% | 0.03% | -3.1% |
| Q1 2021 | $132,000 | +5.6% | 1,326 | +0.3% | 0.03% | -5.9% |
| Q4 2020 | $125,000 | +4.2% | 1,322 | +82.8% | 0.03% | -15.0% |
| Q3 2020 | $120,000 | -20.0% | 723 | -26.1% | 0.04% | -32.2% |
| Q2 2020 | $150,000 | +16.3% | 979 | -3.7% | 0.06% | -15.7% |
| Q1 2020 | $129,000 | – | 1,017 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |