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 | $5,889 | -9.8% | 56,362 | -6.5% | 0.29% | -6.1% |
| Q2 2023 | $6,531 | +4.4% | 60,287 | -3.5% | 0.31% | -0.3% |
| Q1 2023 | $6,254 | +13.9% | 62,500 | +6.4% | 0.31% | +3.6% |
| Q4 2022 | $5,491 | -99.9% | 58,763 | -6.3% | 0.30% | -2.3% |
| Q3 2022 | $5,501,000 | -4.1% | 62,728 | +1.0% | 0.31% | -1.0% |
| Q2 2022 | $5,737,000 | +3.6% | 62,125 | +25.0% | 0.31% | +23.3% |
| Q1 2022 | $5,536,000 | +10.9% | 49,713 | +17.4% | 0.25% | +17.7% |
| Q4 2021 | $4,991,000 | +63.5% | 42,350 | +49.6% | 0.22% | +48.3% |
| Q3 2021 | $3,053,000 | +4.6% | 28,306 | +4.7% | 0.14% | +5.1% |
| Q2 2021 | $2,920,000 | +43.0% | 27,048 | +32.3% | 0.14% | +22.1% |
| Q1 2021 | $2,042,000 | – | 20,450 | – | 0.11% | – |
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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% |