ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $299,109 | +3.4% | 2,261 | +0.1% | 0.15% | +2.7% |
| Q1 2024 | $289,309 | +10.0% | 2,259 | +0.1% | 0.15% | +1.4% |
| Q4 2023 | $262,945 | +11.9% | 2,256 | +0.3% | 0.14% | +2.1% |
| Q3 2023 | $235,055 | -3.6% | 2,250 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $243,717 | +8.4% | 2,250 | +0.1% | 0.14% | +2.9% |
| Q1 2023 | $224,917 | +7.7% | 2,248 | +0.6% | 0.14% | +7.9% |
| Q4 2022 | $208,828 | -12.3% | 2,235 | -17.8% | 0.13% | -23.5% |
| Q3 2022 | $238,000 | +5.3% | 2,719 | +10.9% | 0.17% | +10.7% |
| Q2 2022 | $226,000 | – | 2,451 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |