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 | $931,238 | +320.3% | 8,913 | +335.8% | 0.01% | +500.0% |
| Q2 2023 | $221,543 | -5.6% | 2,045 | -12.8% | 0.00% | -50.0% |
| Q1 2023 | $234,671 | +2.5% | 2,345 | -5.4% | 0.00% | 0.0% |
| Q2 2022 | $229,000 | -13.6% | 2,479 | +10.2% | 0.00% | 0.0% |
| Q4 2021 | $265,000 | +18.3% | 2,249 | +8.4% | 0.00% | 0.0% |
| Q3 2021 | $224,000 | -10.8% | 2,074 | -10.6% | 0.00% | 0.0% |
| Q2 2021 | $251,000 | – | 2,321 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |