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 | $545,595 | -3.6% | 5,222 | 0.0% | 0.02% | -10.5% |
| Q2 2023 | $565,699 | +9.3% | 5,222 | +1.0% | 0.02% | -9.5% |
| Q1 2023 | $517,485 | +4.9% | 5,171 | -2.1% | 0.02% | -16.0% |
| Q4 2022 | $493,434 | +6.6% | 5,280 | +0.0% | 0.02% | -7.4% |
| Q3 2022 | $463,000 | -4.9% | 5,279 | +0.0% | 0.03% | -3.6% |
| Q2 2022 | $487,000 | -17.2% | 5,278 | +0.0% | 0.03% | -3.4% |
| Q1 2022 | $588,000 | +18.3% | 5,277 | +25.2% | 0.03% | +20.8% |
| Q4 2021 | $497,000 | +17.8% | 4,216 | +7.7% | 0.02% | 0.0% |
| Q3 2021 | $422,000 | -0.2% | 3,915 | +0.0% | 0.02% | -7.7% |
| Q2 2021 | $423,000 | +8.2% | 3,914 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $391,000 | +3.2% | 3,914 | -3.0% | 0.03% | -3.6% |
| Q4 2020 | $379,000 | -99.9% | 4,033 | +83.7% | 0.03% | -12.5% |
| Q3 2020 | $366,000,000 | – | 2,196 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |