BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,179,082
-61.2%
28,906
-61.7%
0.00%
-66.7%
Q2 2023$8,189,585
+171.7%
75,487
+134.8%
0.00%
+200.0%
Q4 2022$3,014,651
-14.2%
32,146
-7.3%
0.00%
-50.0%
Q3 2022$3,514,000
+16.7%
34,694
+10.5%
0.00%
+100.0%
Q2 2022$3,011,000
-21.9%
31,384
-7.2%
0.00%
-50.0%
Q1 2022$3,855,000
-6.5%
33,828
-2.6%
0.00%0.0%
Q4 2021$4,123,000
+6.8%
34,736
+0.7%
0.00%0.0%
Q3 2021$3,861,000
+2.4%
34,499
-1.1%
0.00%0.0%
Q2 2021$3,769,000
+3745.9%
34,869
+3582.0%
0.00%
Q1 2021$98,000
-77.2%
947
-78.8%
0.00%
Q4 2020$429,000
+450.0%
4,474
+856.0%
0.00%
Q3 2020$78,000
-10.3%
468
-16.1%
0.00%
Q2 2020$87,000
+24.3%
558
-1.8%
0.00%
Q1 2020$70,000
-67.0%
568
-57.1%
0.00%
Q4 2019$212,000
+114.1%
1,325
+96.9%
0.00%
Q3 2019$99,000
-40.4%
673
-40.8%
0.00%
Q2 2019$166,000
+3.8%
1,1370.0%0.00%
Q1 2019$160,000
+13.5%
1,137
-0.1%
0.00%
Q4 2018$141,000
-15.1%
1,138
-0.2%
0.00%
Q3 2018$166,000
+6.4%
1,1400.0%0.00%
Q2 2018$156,000
+12.2%
1,140
+8.3%
0.00%
Q1 2018$139,000
-18.2%
1,053
-17.5%
0.00%
Q4 2017$170,000
+46.6%
1,277
+38.2%
0.00%
Q3 2017$116,000
+2.7%
9240.0%0.00%
Q2 2017$113,000
+3.7%
9240.0%0.00%
Q1 2017$109,000
+45.3%
924
+35.3%
0.00%
Q4 2016$75,000
+1.4%
6830.0%0.00%
Q3 2016$74,000
+2.8%
6830.0%0.00%
Q2 2016$72,000
-35.1%
683
-36.8%
0.00%
Q1 2016$111,000
-21.8%
1,081
-22.6%
0.00%
Q4 2015$142,000
+1.4%
1,396
-3.8%
0.00%
Q3 2015$140,000
-7.9%
1,4510.0%0.00%
Q2 2015$152,000
+100.0%
1,451
+99.9%
0.00%
Q1 2015$76,000
+1.3%
7260.0%0.00%
Q4 2014$75,000
+4.2%
7260.0%0.00%
Q3 2014$72,000
-10.0%
726
-9.5%
0.00%
Q2 2014$80,000
-44.1%
802
-46.6%
0.00%
Q1 2014$143,000
+286.5%
1,501
+277.1%
0.00%
Q4 2013$37,000
+825.0%
398
+696.0%
0.00%
Q3 2013$4,0000.0%500.0%0.00%
Q2 2013$4,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 38,992$3,420,0002.01%
Sage Investment Advisers LLC 12,009$1,053,0001.66%
Kalos Management, Inc. 5,833$539,0001.33%
Vahanian & Associates Financial Planning Inc. 4,195$368,0001.27%
Townsend & Associates, Inc 29,179$2,728,0001.26%
Mathes Company, Inc. 17,000$1,491,0000.83%
Mine & Arao Wealth Creation & Management, LLC. 11,273$989,0000.73%
Ballew Advisors, Inc 9,085$803,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 8,121$712,0000.68%
Savant Capital, LLC 173,989$15,259,0000.48%
View complete list of ISHARES TR shareholders