ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 187 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,182,462 | -2.3% | 20,888 | +1.3% | 0.23% | +0.9% |
| Q2 2023 | $2,233,309 | +2.9% | 20,615 | -85.6% | 0.23% | +87.6% |
| Q1 2023 | $2,169,427 | -16.3% | 142,718 | +414.3% | 0.12% | +4.3% |
| Q4 2022 | $2,593,106 | +57.8% | 27,749 | +48.1% | 0.12% | +19.6% |
| Q3 2022 | $1,643,000 | -1.4% | 18,735 | +4.9% | 0.10% | -34.5% |
| Q2 2022 | $1,667,000 | -42.9% | 17,857 | -31.8% | 0.15% | -9.8% |
| Q1 2022 | $2,917,000 | +40.8% | 26,190 | +48.9% | 0.16% | -6.3% |
| Q4 2021 | $2,072,000 | +19.7% | 17,584 | +1.4% | 0.18% | +26.8% |
| Q1 2021 | $1,731,000 | +99.0% | 17,338 | +87.9% | 0.14% | +72.5% |
| Q4 2020 | $870,000 | – | 9,228 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |