Savant Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 188 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 11.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Savant Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,005,009
-3.9%
162,759
-0.4%
0.25%
-8.3%
Q2 2023$17,693,594
+4.3%
163,331
-3.6%
0.28%
-12.3%
Q1 2023$16,963,217
+5.8%
169,514
-1.2%
0.32%
-19.4%
Q4 2022$16,033,403
+5.1%
171,572
-1.4%
0.39%
-17.5%
Q3 2022$15,259,000
-6.3%
173,989
-1.3%
0.48%
-3.8%
Q2 2022$16,278,000
-17.1%
176,260
-0.1%
0.49%
-23.3%
Q1 2022$19,645,000
-6.3%
176,410
-0.8%
0.64%
-5.0%
Q4 2021$20,955,000
+6.7%
177,813
-2.4%
0.68%
-5.4%
Q3 2021$19,645,000
-1.6%
182,116
-1.5%
0.72%
-10.9%
Q2 2021$19,958,000
+7.0%
184,848
-1.0%
0.80%
-19.5%
Q1 2021$18,651,000
+1.8%
186,776
-3.8%
1.00%
-6.2%
Q4 2020$18,321,000
+8.0%
194,243
+90.8%
1.07%
-8.1%
Q3 2020$16,965,000
+6.7%
101,788
-2.0%
1.16%
-3.7%
Q2 2020$15,900,000
+19.4%
103,871
-1.6%
1.20%
-4.7%
Q1 2020$13,315,000
-25.7%
105,543
-6.0%
1.26%
-42.5%
Q4 2019$17,919,000
+7.6%
112,248
-0.5%
2.20%
-4.9%
Q3 2019$16,646,000
-2.1%
112,826
-3.0%
2.31%
-3.5%
Q2 2019$17,004,000
+2.2%
116,365
-1.2%
2.40%
-23.3%
Q1 2019$16,631,000
+12.0%
117,759
-1.3%
3.12%
+0.4%
Q4 2018$14,851,000
-15.0%
119,334
-0.6%
3.11%
-0.8%
Q3 2018$17,462,000
+4.4%
119,998
-2.2%
3.14%
-12.3%
Q2 2018$16,734,000
+1.1%
122,740
-2.0%
3.57%
+2.4%
Q1 2018$16,550,000
-2.8%
125,265
-1.7%
3.49%
-2.5%
Q4 2017$17,020,000
+4.9%
127,373
-1.0%
3.58%
-1.6%
Q3 2017$16,220,000
+2.5%
128,698
-1.3%
3.64%
-2.7%
Q2 2017$15,827,000
+1.4%
130,446
-1.2%
3.74%
-3.2%
Q1 2017$15,616,000
+1.6%
132,051
-3.7%
3.86%
-6.4%
Q4 2016$15,368,000
+1.9%
137,152
-1.3%
4.13%
-0.4%
Q3 2016$15,078,000
+2.6%
138,931
-1.1%
4.14%
-1.5%
Q2 2016$14,701,000
+1.4%
140,503
-0.6%
4.20%
-4.5%
Q1 2016$14,492,000
-1.3%
141,374
-1.8%
4.40%
-3.9%
Q4 2015$14,678,000
+4.0%
143,947
-1.6%
4.58%
-9.4%
Q3 2015$14,115,000
-8.7%
146,302
-1.3%
5.05%
-2.8%
Q2 2015$15,460,000
-1.4%
148,299
-0.9%
5.20%
-6.3%
Q1 2015$15,686,000
+0.0%
149,604
-1.2%
5.55%
-6.5%
Q4 2014$15,680,000
+2.5%
151,400
-1.9%
5.94%
-8.7%
Q3 2014$15,299,000
-1.2%
154,312
-1.2%
6.50%
-2.9%
Q2 2014$15,484,000
+3.5%
156,194
-1.0%
6.70%
-3.4%
Q1 2014$14,966,000
+1.0%
157,838
-0.5%
6.93%
-4.5%
Q4 2013$14,812,000
+8.6%
158,687
-0.9%
7.26%
-2.3%
Q3 2013$13,645,000
+5.2%
160,129
-0.4%
7.43%
-1.3%
Q2 2013$12,976,000160,8077.53%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders