ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $603,267 | +106296.3% | 5,774 | +10.3% | 0.02% | +12.5% |
| Q2 2023 | $567 | -12.1% | 5,235 | -18.8% | 0.02% | -20.0% |
| Q1 2023 | $645 | +7.0% | 6,449 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $603 | -99.9% | 6,449 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $566,000 | -4.9% | 6,449 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $595,000 | -24.2% | 6,449 | -8.5% | 0.02% | -12.5% |
| Q1 2022 | $785,000 | -5.5% | 7,049 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $831,000 | +12.4% | 7,049 | +2.9% | 0.02% | 0.0% |
| Q3 2021 | $739,000 | -0.1% | 6,849 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $740,000 | +8.2% | 6,849 | 0.0% | 0.02% | +4.2% |
| Q1 2021 | $684,000 | +1.8% | 6,849 | -3.9% | 0.02% | -7.7% |
| Q4 2020 | $672,000 | +20.0% | 7,124 | +111.9% | 0.03% | +8.3% |
| Q3 2020 | $560,000 | +97.9% | 3,362 | +81.9% | 0.02% | +71.4% |
| Q2 2020 | $283,000 | +21.5% | 1,848 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $233,000 | -21.0% | 1,848 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $295,000 | +8.1% | 1,848 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $273,000 | +1.1% | 1,848 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $270,000 | +23.3% | 1,848 | +19.4% | 0.02% | +15.4% |
| Q1 2019 | $219,000 | -2.7% | 1,548 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $225,000 | +6.6% | 1,548 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $211,000 | +2.9% | 1,548 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $205,000 | -1.0% | 1,548 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $207,000 | – | 1,548 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |