ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 217 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $140,559 | +3.5% | 1,062 | +0.2% | 0.01% | 0.0% |
| Q1 2024 | $135,749 | +10.2% | 1,060 | +0.3% | 0.01% | 0.0% |
| Q4 2023 | $123,179 | +12.4% | 1,057 | +0.8% | 0.01% | 0.0% |
| Q3 2023 | $109,561 | -3.6% | 1,049 | 0.0% | 0.01% | -18.2% |
| Q2 2023 | $113,598 | +8.5% | 1,049 | +0.3% | 0.01% | -8.3% |
| Q1 2023 | $104,665 | +7.5% | 1,046 | +0.4% | 0.01% | +9.1% |
| Q4 2022 | $97,394 | +7.0% | 1,042 | +0.4% | 0.01% | -21.4% |
| Q3 2022 | $91,000 | – | 1,038 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 45,202 | $4,514,000 | 2.27% |
| Sterling Investment Advisors, Ltd. | 47,076 | $5,371,000 | 1.73% |
| Townsend & Associates, Inc | 20,468 | $2,044,000 | 1.33% |
| Savant Capital, LLC | 186,776 | $18,651,000 | 1.00% |
| IBEX WEALTH ADVISORS | 31,473 | $3,143,000 | 0.78% |
| Ballew Advisors, Inc | 19,522 | $1,972,000 | 0.73% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,071,000 | 0.71% |
| Mathes Company, Inc. | 17,260 | $1,724,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 9,395 | $938,000 | 0.64% |
| TrinityPoint Wealth, LLC | 24,662 | $2,463,000 | 0.57% |