STIFEL FINANCIAL CORP - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 188 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 11.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
STIFEL FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,464,209
-4.7%
23,585
-1.1%
0.00%
-25.0%
Q2 2023$2,584,694
+8.1%
23,859
-0.2%
0.00%
+33.3%
Q1 2023$2,391,813
+1.3%
23,901
-5.4%
0.00%
-25.0%
Q4 2022$2,361,245
+6.1%
25,267
-0.5%
0.00%0.0%
Q3 2022$2,226,000
-31.5%
25,383
-27.8%
0.00%
-20.0%
Q2 2022$3,248,000
-30.8%
35,168
-16.6%
0.01%
-16.7%
Q1 2022$4,696,000
-5.6%
42,172
-0.1%
0.01%
-14.3%
Q4 2021$4,973,000
+6.4%
42,195
-2.7%
0.01%0.0%
Q3 2021$4,676,000
-1.0%
43,345
-0.9%
0.01%0.0%
Q2 2021$4,721,000
+7.5%
43,728
-0.6%
0.01%0.0%
Q1 2021$4,391,000
+9.1%
43,972
+3.0%
0.01%0.0%
Q4 2020$4,026,000
+10.5%
42,685
+95.2%
0.01%0.0%
Q3 2020$3,645,000
+10.2%
21,871
+1.2%
0.01%
-12.5%
Q2 2020$3,307,000
+8.6%
21,601
-10.6%
0.01%0.0%
Q1 2020$3,046,000
-23.0%
24,163
-2.5%
0.01%0.0%
Q4 2019$3,954,000
+6.5%
24,777
-1.5%
0.01%
-11.1%
Q3 2019$3,711,000
-0.1%
25,146
-1.1%
0.01%
-10.0%
Q2 2019$3,713,000
-12.3%
25,438
-15.1%
0.01%
-16.7%
Q1 2019$4,232,000
+10.8%
29,954
-2.4%
0.01%0.0%
Q4 2018$3,818,000
-30.3%
30,702
-18.5%
0.01%
-25.0%
Q3 2018$5,481,000
+4.1%
37,689
-2.6%
0.02%0.0%
Q2 2018$5,267,000
-0.5%
38,700
-3.5%
0.02%
-5.9%
Q1 2018$5,293,000
-2.8%
40,108
-1.4%
0.02%0.0%
Q4 2017$5,444,000
+5.3%
40,675
-0.8%
0.02%
-5.6%
Q3 2017$5,172,000
+0.2%
41,011
-3.8%
0.02%
-5.3%
Q2 2017$5,161,000
+0.6%
42,617
-1.7%
0.02%
-5.0%
Q1 2017$5,128,000
+52.3%
43,367
+44.1%
0.02%
+42.9%
Q4 2016$3,366,000
+1.8%
30,088
-1.5%
0.01%
-6.7%
Q3 2016$3,308,000
-1.0%
30,543
-4.4%
0.02%0.0%
Q2 2016$3,341,000
+2.1%
31,937
+0.1%
0.02%
-11.8%
Q1 2016$3,271,000
-1.8%
31,913
-2.3%
0.02%0.0%
Q4 2015$3,330,000
+8.9%
32,654
+3.0%
0.02%0.0%
Q3 2015$3,058,000
-19.8%
31,696
-15.0%
0.02%
+70.0%
Q2 2015$3,815,000
+710.0%
37,302
+730.8%
0.01%
+233.3%
Q1 2015$471,000
+0.9%
4,490
-0.5%
0.00%0.0%
Q4 2014$467,000
+67.4%
4,514
+60.6%
0.00%
+50.0%
Q3 2014$279,000
+26.2%
2,810
+26.0%
0.00%0.0%
Q2 2014$221,0002,2300.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders