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 | $672,224 | -3.7% | 6,434 | -0.2% | 0.01% | 0.0% |
| Q2 2023 | $698,187 | +10.1% | 6,445 | +1.7% | 0.01% | 0.0% |
| Q1 2023 | $634,258 | -14.9% | 6,338 | -20.6% | 0.01% | 0.0% |
| Q4 2022 | $745,638 | -99.9% | 7,979 | -41.0% | 0.01% | +16.7% |
| Q3 2022 | $593,593,000 | +81774.9% | 13,530 | +72.3% | 0.01% | -14.3% |
| Q2 2022 | $725,000 | +12.6% | 7,851 | +35.8% | 0.01% | 0.0% |
| Q1 2022 | $644,000 | -41.2% | 5,783 | -37.8% | 0.01% | -36.4% |
| Q4 2021 | $1,096,000 | -14.1% | 9,299 | -21.4% | 0.01% | -15.4% |
| Q3 2021 | $1,276,000 | +3.2% | 11,828 | +3.4% | 0.01% | -7.1% |
| Q2 2021 | $1,236,000 | +17.4% | 11,444 | +8.5% | 0.01% | +7.7% |
| Q1 2021 | $1,053,000 | -67.6% | 10,547 | -69.5% | 0.01% | -65.8% |
| Q4 2020 | $3,248,000 | -99.6% | 34,582 | +43127.5% | 0.04% | +123.5% |
| Q3 2020 | $887,000,000 | – | 80 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |