ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,072 | +139.1% | 5,150 | +111.1% | 0.00% | – |
| Q2 2022 | $225,000 | +12.5% | 2,440 | +35.6% | 0.00% | – |
| Q1 2022 | $200,000 | -29.3% | 1,800 | -25.0% | 0.00% | – |
| Q4 2021 | $283,000 | +9.3% | 2,400 | 0.0% | 0.00% | – |
| Q3 2021 | $259,000 | 0.0% | 2,400 | 0.0% | 0.00% | – |
| Q2 2021 | $259,000 | +2.0% | 2,400 | -5.5% | 0.00% | – |
| Q1 2021 | $254,000 | +5.8% | 2,540 | 0.0% | 0.00% | – |
| Q4 2020 | $240,000 | +13.2% | 2,540 | +100.0% | 0.00% | – |
| Q3 2020 | $212,000 | +4.4% | 1,270 | 0.0% | 0.00% | – |
| Q4 2019 | $203,000 | +1.5% | 1,270 | -13.6% | 0.00% | – |
| Q2 2018 | $200,000 | -9.5% | 1,470 | -12.0% | 0.00% | – |
| Q1 2018 | $221,000 | -0.9% | 1,670 | 0.0% | 0.00% | – |
| Q4 2017 | $223,000 | +6.2% | 1,670 | 0.0% | 0.00% | – |
| Q3 2017 | $210,000 | +3.4% | 1,670 | 0.0% | 0.00% | – |
| Q2 2017 | $203,000 | -37.7% | 1,670 | -47.7% | 0.00% | – |
| Q4 2015 | $326,000 | – | 3,193 | – | 0.00% | – |
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% |