ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 101 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |