ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,240 | -3.6% | 433 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $46,907 | +8.3% | 433 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $43,330 | +7.1% | 433 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $40,464 | +6.5% | 433 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $38,000 | -5.0% | 433 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $40,000 | -16.7% | 433 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $48,000 | -5.9% | 433 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $51,000 | -44.0% | 433 | -48.6% | 0.01% | -50.0% |
| Q3 2021 | $91,000 | 0.0% | 842 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $91,000 | +1.1% | 842 | -7.1% | 0.02% | 0.0% |
| Q1 2021 | $90,000 | +5.9% | 906 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $85,000 | +14.9% | 906 | +100.0% | 0.02% | +4.2% |
| Q3 2020 | $74,000 | – | 453 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 42,605 | $5,021,000 | 2.21% |
| Sage Investment Advisers LLC | 14,227 | $1,677,000 | 2.16% |
| Sterling Investment Advisors, Ltd. | 58,364 | $7,155,000 | 2.02% |
| Townsend & Associates, Inc | 22,222 | $2,548,000 | 1.40% |
| Avondale Wealth Management | 10,424 | $1,228,000 | 1.24% |
| Ballew Advisors, Inc | 9,215 | $1,057,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,240 | $1,325,000 | 0.73% |
| IBEX WEALTH ADVISORS | 34,207 | $4,031,000 | 0.71% |
| Mathes Company, Inc. | 17,100 | $2,015,000 | 0.69% |
| Savant Capital, LLC | 177,813 | $20,955,000 | 0.68% |