ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 192 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,292 | +3.3% | 40 | 0.0% | 0.00% | – |
| Q1 2024 | $5,124 | +9.9% | 40 | 0.0% | 0.00% | – |
| Q4 2023 | $4,661 | +11.5% | 40 | 0.0% | 0.00% | – |
| Q3 2023 | $4,179 | -3.6% | 40 | 0.0% | 0.00% | – |
| Q2 2023 | $4,333 | +8.2% | 40 | 0.0% | 0.00% | – |
| Q1 2023 | $4,003 | +7.1% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $3,738 | -6.6% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 40 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | -88.6% | 40 | -90.1% | 0.00% | -100.0% |
| Q3 2021 | $44,000 | -20.0% | 406 | -19.6% | 0.00% | -50.0% |
| Q2 2021 | $55,000 | +3.8% | 505 | -5.4% | 0.00% | 0.0% |
| Q1 2021 | $53,000 | – | 534 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 45,202 | $4,514,000 | 2.27% |
| Sterling Investment Advisors, Ltd. | 47,076 | $5,371,000 | 1.73% |
| Townsend & Associates, Inc | 20,468 | $2,044,000 | 1.33% |
| Savant Capital, LLC | 186,776 | $18,651,000 | 1.00% |
| IBEX WEALTH ADVISORS | 31,473 | $3,143,000 | 0.78% |
| Ballew Advisors, Inc | 19,522 | $1,972,000 | 0.73% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,071,000 | 0.71% |
| Mathes Company, Inc. | 17,260 | $1,724,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 9,395 | $938,000 | 0.64% |
| TrinityPoint Wealth, LLC | 24,662 | $2,463,000 | 0.57% |