ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,974,023 | -3.6% | 28,465 | 0.0% | 0.10% | -3.0% |
| Q2 2023 | $3,083,613 | +8.3% | 28,465 | 0.0% | 0.10% | -3.8% |
| Q1 2023 | $2,848,493 | +7.1% | 28,465 | 0.0% | 0.10% | +8.3% |
| Q4 2022 | $2,660,054 | +6.6% | 28,465 | 0.0% | 0.10% | -11.1% |
| Q3 2022 | $2,496,000 | -5.1% | 28,465 | 0.0% | 0.11% | +33.3% |
| Q2 2022 | $2,629,000 | -17.1% | 28,465 | 0.0% | 0.08% | -57.6% |
| Q1 2022 | $3,170,000 | -5.5% | 28,465 | 0.0% | 0.19% | -41.9% |
| Q4 2021 | $3,355,000 | +9.2% | 28,465 | 0.0% | 0.33% | +2.5% |
| Q3 2021 | $3,071,000 | -0.1% | 28,465 | 0.0% | 0.32% | +11.1% |
| Q2 2021 | $3,073,000 | – | 28,465 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |