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 | $45,240 | -3.6% | 433 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $46,907 | +8.3% | 433 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $43,330 | +7.1% | 433 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $40,464 | +6.5% | 433 | 0.0% | 0.01% | +9.1% |
Q3 2022 | $38,000 | -5.0% | 433 | 0.0% | 0.01% | -8.3% |
Q2 2022 | $40,000 | -16.7% | 433 | 0.0% | 0.01% | -7.7% |
Q1 2022 | $48,000 | -5.9% | 433 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $51,000 | -44.0% | 433 | -48.6% | 0.01% | -50.0% |
Q3 2021 | $91,000 | 0.0% | 842 | 0.0% | 0.03% | +4.0% |
Q2 2021 | $91,000 | +1.1% | 842 | -7.1% | 0.02% | 0.0% |
Q1 2021 | $90,000 | +5.9% | 906 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $85,000 | +14.9% | 906 | +100.0% | 0.02% | +4.2% |
Q3 2020 | $74,000 | – | 453 | – | 0.02% | – |
Download |
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% |