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 | $56,001 | -29.6% | 536 | -36.8% | 0.00% | – |
| Q2 2023 | $79,534 | +273.1% | 848 | +298.1% | 0.00% | – |
| Q1 2023 | $21,315 | -52.9% | 213 | -56.0% | 0.00% | – |
| Q4 2022 | $45,230 | -71.2% | 484 | -72.9% | 0.00% | -100.0% |
| Q3 2022 | $157,000 | +726.3% | 1,787 | +771.7% | 0.00% | – |
| Q2 2022 | $19,000 | -80.0% | 205 | -74.4% | 0.00% | -100.0% |
| Q4 2021 | $95,000 | +1087.5% | 802 | +1029.6% | 0.00% | – |
| Q3 2021 | $8,000 | – | 71 | – | 0.00% | – |
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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% |