ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $787,129 | -4.1% | 7,534 | -0.6% | 0.02% | -5.6% |
Q2 2023 | $820,792 | +8.5% | 7,577 | +0.3% | 0.02% | 0.0% |
Q1 2023 | $756,276 | +7.3% | 7,557 | +0.2% | 0.02% | -10.0% |
Q4 2022 | $705,018 | +7.5% | 7,544 | +0.9% | 0.02% | -16.7% |
Q3 2022 | $656,000 | +1829.4% | 7,475 | +3122.0% | 0.02% | +700.0% |
Q2 2019 | $34,000 | +3.0% | 232 | +0.4% | 0.00% | -40.0% |
Q1 2019 | $33,000 | +13.8% | 231 | +0.4% | 0.01% | 0.0% |
Q4 2018 | $29,000 | -12.1% | 230 | +0.9% | 0.01% | -37.5% |
Q3 2018 | $33,000 | +6.5% | 228 | +0.4% | 0.01% | +14.3% |
Q2 2018 | $31,000 | +3.3% | 227 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $30,000 | -64.3% | 227 | -63.7% | 0.01% | -30.0% |
Q4 2017 | $84,000 | – | 626 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |