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 | $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% | – |
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% |