PENOBSCOT WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 196 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
PENOBSCOT WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241
-3.6%
2,3080.0%0.18%0.0%
Q2 2023$250
+8.2%
2,3080.0%0.18%
+1.7%
Q1 2023$231
+6.9%
2,3080.0%0.18%
-4.3%
Q4 2022$216
-99.9%
2,3080.0%0.19%
-3.6%
Q3 2022$202,000
-5.2%
2,3080.0%0.20%
-6.2%
Q2 2022$213,000
-17.1%
2,3080.0%0.21%
-10.0%
Q1 2022$257,000
-5.5%
2,3080.0%0.23%0.0%
Q4 2021$272,000
+9.2%
2,3080.0%0.23%0.0%
Q3 2021$249,0000.0%2,3080.0%0.23%
-3.3%
Q2 2021$249,0002,3080.24%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 36,576$4,262,2242.11%
Capital Investment Advisors, LLC 3,282$382,4600.01%
Anchor Investment Management, LLC 257$29,9480.00%
ST GERMAIN D J CO INC 364$42,4170.00%
COUNTRY TRUST BANK 54$6,2930.00%
View complete list of ISHARES TR shareholders