ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,792 | -3.6% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $43,332 | +8.3% | 400 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $40,028 | +7.1% | 400 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $37,380 | +6.8% | 400 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $35,000 | -5.4% | 400 | 0.0% | 0.02% | +5.3% |
| Q2 2022 | $37,000 | -17.8% | 400 | 0.0% | 0.02% | -13.6% |
| Q1 2022 | $45,000 | -4.3% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $47,000 | +9.3% | 400 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $43,000 | 0.0% | 400 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $43,000 | +7.5% | 400 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $40,000 | +5.3% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $38,000 | +15.2% | 400 | +100.0% | 0.02% | -7.4% |
| Q3 2020 | $33,000 | +6.5% | 200 | 0.0% | 0.03% | +8.0% |
| Q2 2020 | $31,000 | +24.0% | 200 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $25,000 | -21.9% | 200 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $32,000 | – | 200 | – | 0.03% | – |
Download | ||||||
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% |