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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $120,000 | -5.5% | 1,076 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $127,000 | +9.5% | 1,076 | 0.0% | 0.03% | +3.8% |
| Q3 2021 | $116,000 | -91.8% | 1,076 | -88.8% | 0.03% | -89.7% |
| Q3 2019 | $1,421,000 | +2.7% | 9,628 | -4.7% | 0.25% | -20.3% |
| Q2 2019 | $1,383,000 | +0.7% | 10,105 | +3.9% | 0.32% | +21.1% |
| Q1 2019 | $1,374,000 | +11.1% | 9,728 | -2.0% | 0.26% | -2.2% |
| Q4 2018 | $1,237,000 | -13.9% | 9,928 | +1.0% | 0.27% | -7.3% |
| Q3 2018 | $1,436,000 | +3.8% | 9,830 | -2.7% | 0.29% | -3.7% |
| Q2 2018 | $1,383,000 | +3.6% | 10,105 | 0.0% | 0.30% | +0.7% |
| Q1 2018 | $1,335,000 | +95.7% | 10,105 | +97.9% | 0.30% | +84.5% |
| Q4 2017 | $682,000 | – | 5,105 | – | 0.16% | – |
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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% |