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 | $1,449,738 | -64.1% | 13,877 | -62.7% | 0.06% | -64.5% |
| Q2 2023 | $4,033,495 | -12.2% | 37,233 | -18.9% | 0.17% | -21.0% |
| Q1 2023 | $4,592,168 | -16.1% | 45,890 | -21.7% | 0.21% | -23.6% |
| Q4 2022 | $5,476,441 | +1207.0% | 58,603 | +1126.8% | 0.28% | +1117.4% |
| Q3 2022 | $419,000 | -7.7% | 4,777 | -2.7% | 0.02% | -8.0% |
| Q2 2022 | $454,000 | -24.6% | 4,912 | -9.1% | 0.02% | -28.6% |
| Q1 2022 | $602,000 | -23.2% | 5,402 | -18.8% | 0.04% | -27.1% |
| Q4 2021 | $784,000 | +22.7% | 6,654 | +12.3% | 0.05% | +9.1% |
| Q3 2021 | $639,000 | +12.5% | 5,923 | +12.5% | 0.04% | +4.8% |
| Q2 2021 | $568,000 | – | 5,263 | – | 0.04% | – |
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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% |