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 | $465,354 | -3.6% | 4,454 | 0.0% | 0.32% | -11.0% |
| Q2 2023 | $482,502 | +119.0% | 4,454 | +102.3% | 0.35% | +107.0% |
| Q1 2023 | $220,354 | +7.1% | 2,202 | 0.0% | 0.17% | -2.3% |
| Q4 2022 | $205,777 | +1.4% | 2,202 | 0.0% | 0.18% | -5.9% |
| Q2 2022 | $203,000 | -17.1% | 2,202 | 0.0% | 0.19% | +43.1% |
| Q1 2022 | $245,000 | -5.8% | 2,202 | 0.0% | 0.13% | -0.8% |
| Q4 2021 | $260,000 | – | 2,202 | – | 0.13% | – |
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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% |