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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,829 | -3.6% | 3,779 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $409,378 | +8.3% | 3,779 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $378,164 | +7.1% | 3,779 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $353,146 | +6.7% | 3,779 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $331,000 | -5.2% | 3,779 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $349,000 | -17.1% | 3,779 | 0.0% | 0.02% | -14.3% |
| Q1 2022 | $421,000 | -5.4% | 3,779 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $445,000 | +40.4% | 3,779 | +28.5% | 0.02% | +22.2% |
| Q3 2021 | $317,000 | – | 2,940 | – | 0.02% | – |
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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% |