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 | $1,250,507 | -3.6% | 11,969 | 0.0% | 1.72% | -1.0% |
| Q2 2023 | $1,296,587 | +8.3% | 11,969 | +0.0% | 1.73% | +8.2% |
| Q1 2023 | $1,197,509 | +7.1% | 11,967 | +0.0% | 1.60% | +0.4% |
| Q4 2022 | $1,118,013 | +6.2% | 11,964 | -0.4% | 1.59% | -4.1% |
| Q3 2022 | $1,053,000 | -5.0% | 12,009 | 0.0% | 1.66% | -4.2% |
| Q2 2022 | $1,109,000 | -23.4% | 12,009 | -7.6% | 1.74% | -9.4% |
| Q1 2022 | $1,447,000 | -13.7% | 12,993 | -8.7% | 1.92% | -11.2% |
| Q4 2021 | $1,677,000 | – | 14,227 | – | 2.16% | – |
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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% |