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 | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |