ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 96 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $821,086 | -6.7% | 6,206 | -9.7% | 0.08% | -15.2% |
| Q1 2024 | $880,395 | +14.4% | 6,873 | +4.0% | 0.09% | +8.2% |
| Q4 2023 | $769,740 | +11.7% | 6,606 | +0.2% | 0.08% | -4.5% |
| Q3 2023 | $688,945 | -3.6% | 6,594 | -0.0% | 0.09% | -5.3% |
| Q2 2023 | $714,657 | +26.1% | 6,597 | +16.5% | 0.09% | +14.6% |
| Q1 2023 | $566,593 | +20.2% | 5,662 | +12.2% | 0.08% | +10.8% |
| Q4 2022 | $471,496 | +7.4% | 5,045 | +0.7% | 0.07% | -5.1% |
| Q3 2022 | $439,000 | +29.1% | 5,010 | +53.6% | 0.08% | -53.8% |
| Q2 2015 | $340,000 | +23.6% | 3,261 | +17.4% | 0.17% | -4.5% |
| Q3 2014 | $275,000 | +2.6% | 2,778 | +2.9% | 0.18% | -1.7% |
| Q2 2014 | $268,000 | -1.8% | 2,700 | -7.8% | 0.18% | -21.4% |
| Q4 2013 | $273,000 | – | 2,930 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |