ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.46 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 61,740 | $7,911,000 | 2.24% |
| Lowe Wealth Advisors, LLC | 41,894 | $4,665,000 | 2.11% |
| Sage Investment Advisers LLC | 12,993 | $1,447,000 | 1.92% |
| Townsend & Associates, Inc | 24,837 | $2,733,000 | 1.26% |
| Avondale Wealth Management | 8,674 | $966,000 | 1.14% |
| Ballew Advisors, Inc | 9,085 | $992,000 | 0.76% |
| Mathes Company, Inc. | 17,100 | $1,904,000 | 0.74% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,213 | $1,249,000 | 0.73% |
| IBEX WEALTH ADVISORS | 31,378 | $3,494,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,993 | $1,001,000 | 0.66% |