O'SHAUGHNESSY ASSET MANAGEMENT, LLC - ISHARES TR ownership

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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$115,764
-3.6%
1,1080.0%0.00%0.0%
Q2 2023$120,030
+8.3%
1,1080.0%0.00%0.0%
Q1 2023$110,878
+5.8%
1,108
-1.2%
0.00%0.0%
Q4 2022$104,7571,1210.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Townsend & Associates, Inc 235,529$22,215,00016.18%
Lowe Wealth Advisors, LLC 45,504$4,292,0002.18%
Savant Capital, LLC 194,243$18,321,0001.07%
Sterling Investment Advisors, Ltd. 32,037$3,081,0001.05%
IBEX WEALTH ADVISORS 30,886$2,913,0000.76%
Mine & Arao Wealth Creation & Management, LLC. 10,727$1,012,0000.73%
Ballew Advisors, Inc 9,761$935,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 10,718$1,011,0000.70%
Mathes Company, Inc. 17,260$1,628,0000.66%
TrinityPoint Wealth, LLC 24,867$2,410,0000.58%
View complete list of ISHARES TR shareholders