ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $725,546 | -3.8% | 6,970 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $754,583 | +8.2% | 6,970 | 0.0% | 0.00% | -50.0% |
Q1 2023 | $697,191 | +7.1% | 6,970 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $651,239 | +6.9% | 6,970 | 0.0% | 0.00% | -33.3% |
Q3 2022 | $609,000 | -5.4% | 6,970 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $644,000 | -18.2% | 6,970 | -1.6% | 0.00% | +50.0% |
Q1 2022 | $787,000 | -5.6% | 7,080 | 0.0% | 0.00% | -33.3% |
Q4 2021 | $834,000 | – | 7,080 | – | 0.00% | – |
Download |
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% |